Filed September 30, 2022
Total covered: 10 employees
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 CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $89,630 |
Filed as: AURORA PRIVATE WEALTH, INC. Service code 22 · EIN 47-4814591 100 ENTERPRISE DRIVE · ROCKAWAY, NJ 07866 | Insurance Broker | $44,604 |
Service code 14 · EIN 11-3271022 | Plan Administrator | $11,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,510 | $82,188-67.7% | $125,391-78.9% | $64,824-59.1% |
| Participation rate | 62.0% | 77.9%-15.9pp | 82.4%-20.4pp | 71.5%-9.5pp |
| Annual return | -18.87% | 3.50%-22.4pp | 572.41%-591.3pp | 32.84%-51.7pp |
| Employer contribution / active EE | $566 | $3,617-84.4% | $4,816-88.2% | $2,507-77.4% |
| Participant deferral / active EE | $5,660 | $7,177-21.1% | $7,448-24.0% | $4,311+31.3% |
| Admin fee / account holder | $135 | $163-17.6% | $10,009-98.7% | $188-28.4% |