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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,392 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $14,807 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,319 |
DUNBAR, BENDER & ZAPF, INC.10+ years Filed as: DUNBAR, BENDER & ZAPF Service code 15 · EIN 25-1650062 | Recordkeeping | $2,940 |
STADION MONEY MANAGEMENT10+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $391 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $102 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,929 | $59,456+22.7% | $93,669-22.1% | $74,429-2.0% |
| Participation rate | 98.6% | 59.6%+38.9pp | 68.7%+29.9pp | 67.2%+31.4pp |
| Annual return | 15.53% | 82.00%-66.5pp | 133.59%-118.1pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $1,339 | $1,266+5.8% | $2,424-44.7% | $2,625-49.0% |
| Participant deferral / active EE | $4,363 | $3,052+43.0% | $4,416-1.2% | $4,348+0.3% |
| Admin fee / account holder | $219 | $3,026-92.8% | $8,291-97.4% | $1,944-88.7% |