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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $96,932 |
ANNEX WEALTH MANAGEMENT LLC5 years Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 27 · EIN 68-0524298 | Advisory (Plan) | $42,631 |
REILLY, PENNER & BENTON LLP4 years Service code 27 · EIN 39-0747409 | Advisory (Plan) | $9,725 |
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 | $118,496 | $75,058+57.9% | $152,301-22.2% | $64,340+84.2% |
| Participation rate | 98.1% | 60.9%+37.2pp | 82.4%+15.7pp | 55.2%+42.9pp |
| Annual return | 16.05% | 29.93%-13.9pp | 80.50%-64.4pp | 24.14%-8.1pp |
| Employer contribution / active EE | $3,204 | $2,605+23.0% | $4,624-30.7% | $1,862+72.1% |
| Participant deferral / active EE | $10,782 | $5,041+113.9% | $8,004+34.7% | $2,980+261.8% |
| Admin fee / account holder | $478 | $4,050-88.2% | $14,398-96.7% | $3,703-87.1% |