Filed April 7, 2015
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 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $144,066 |
BARCLAY PLANNING GROUP4 years Service code 15 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $58,353 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $24,395 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,559 | $76,173-8.7% | $81,438-14.6% | $199,768-65.2% |
| Participation rate | 73.8% | 76.3%-2.4pp | 69.5%+4.3pp | 72.0%+1.8pp |
| Annual return | 13.78% | 15.59%-1.8pp | 24.74%-11.0pp | 34.26%-20.5pp |
| Employer contribution / active EE | $1,152 | $2,792-58.7% | $2,460-53.2% | $3,037-62.1% |
| Participant deferral / active EE | $3,494 | $4,201-16.8% | $3,883-10.0% | $5,090-31.4% |
| Admin fee / account holder | $217 | $146+48.3% | $5,764-96.2% | $269-19.5% |