Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $7,990 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $625 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,023 | $46,332-30.9% | $143,799-77.7% | $64,819-50.6% |
| Participation rate | 75.5% | 64.2%+11.3pp | 80.3%-4.8pp | 71.5%+4.1pp |
| Annual return | -11.24% | -10.05%-1.2pp | -0.04%-11.2pp | 32.84%-44.1pp |
| Employer contribution / active EE | $1,034 | $1,911-45.9% | $4,952-79.1% | $2,507-58.8% |
| Participant deferral / active EE | $4,100 | $2,647+54.9% | $5,638-27.3% | $4,311-4.9% |
| Admin fee / account holder | $20 | $154-87.2% | $14,677-99.9% | $188-89.6% |