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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,678 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $7,520 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $7,405 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,405 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $3,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,884 | $37,039+59.0% | $147,618-60.1% | $59,188-0.5% |
| Participation rate | 67.3% | 63.8%+3.5pp | 84.6%-17.3pp | 69.4%-2.1pp |
| Annual return | 2.25% | 7.19%-4.9pp | 61.98%-59.7pp | 5.51%-3.3pp |
| Employer contribution / active EE | $262 | $1,353-80.6% | $5,564-95.3% | $2,098-87.5% |
| Participant deferral / active EE | $3,253 | $2,094+55.4% | $4,895-33.6% | $3,265-0.4% |
| Admin fee / account holder | $17 | $60-71.1% | $11,612-99.9% | $92-81.2% |