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: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $26,432 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,981 |
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 | $47,657 | $60,261-20.9% | $81,783-41.7% | $74,546-36.1% |
| Participation rate | 89.8% | 62.9%+27.0pp | 72.4%+17.5pp | 67.2%+22.6pp |
| Annual return | 16.18% | 16.88%-0.7pp | 775.05%-758.9pp | 1366.03%-1349.9pp |
| Employer contribution / active EE | $1,572 | $2,622-40.0% | $2,913-46.0% | $2,624-40.1% |
| Participant deferral / active EE | $4,399 | $3,388+29.9% | $4,320+1.8% | $4,347+1.2% |
| Admin fee / account holder | $323 | $1,482-78.2% | $7,380-95.6% | $1,944-83.4% |