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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20,426 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 · EIN 35-1151034 | Advisory (Plan) | $7,171 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 13 · EIN 04-2509354 | Contract Administrator | $647 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $634 |
Filed as: ABACUS BENEFIT CONSULTANTS OF MD Service code 13 · EIN 45-4369278 | Contract Administrator | $193 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,562 | $65,092-62.3% | $143,799-82.9% | $66,938-63.3% |
| Participation rate | 30.1% | 65.2%-35.1pp | 80.3%-50.2pp | 69.8%-39.7pp |
| Annual return | -14.12% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $950 | $2,920-67.5% | $5,638-83.1% | $4,238-77.6% |
| Admin fee / account holder | $361 | $502-28.1% | $14,677-97.5% | $594-39.1% |