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 35-0472300 | Contract Administrator | $36,241 |
WINTRUST INVESTMENTS LLC1 year Service code 27 · EIN 36-1245570 | Advisory (Plan) | $7,969 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $7,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,657 | $50,860-65.3% | $155,574-88.7% | $77,714-77.3% |
| Participation rate | 81.2% | 63.1%+18.0pp | 78.2%+2.9pp | 70.6%+10.6pp |
| Annual return | 13.13% | 34.86%-21.7pp | 64.87%-51.7pp | 31.26%-18.1pp |
| Employer contribution / active EE | $800 | $1,991-59.8% | $4,676-82.9% | $2,727-70.7% |
| Participant deferral / active EE | $2,352 | $2,825-16.7% | $5,629-58.2% | $4,649-49.4% |
| Admin fee / account holder | $142 | $436-67.4% | $15,914-99.1% | $433-67.1% |