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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 51 · EIN 35-0472300 | Investment Mgmt Fees | $75,778 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $34,226 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $30,254 |
LUMSDEN & MCCORMICK LLP1 year Filed as: LUMSDEN & MCCORMICK, LLP Service code 10 · EIN 16-0765486 | Accounting | $17,000 |
Filed as: JOSEPH MCCARTHY AND ASSOCIATES Service code 10 · EIN 16-1125088 | Accounting | $13,817 |
Filed as: ARCARA LENDA EUSANIO & STACEY, CPA Service code 10 · EIN 47-1793720 | Accounting | $12,140 |
Filed as: GORLICK, KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $11,773 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $8,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,477 | $81,557-65.1% | $123,973-77.0% | $65,191-56.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 13.49% | 11.45%+2.0pp | 388.13%-374.6pp | 51.24%-37.7pp |
| Employer contribution / active EE | $5,347 | $4,637+15.3% | $4,126+29.6% | $2,400+122.8% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $182 | $1,040-82.5% | $11,799-98.5% | $907-79.9% |