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 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $58,749 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 926602538 | Advisory (Plan) | $24,121 |
EISNERAMPER LLP2 years Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108 2501 WAYZATA BOULEVARD · MINNEAPOLIS, IN 55405 | Recordkeeping | $11,970 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,841 | $55,437-51.6% | $155,534-82.7% | $74,459-64.0% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 8.71% | 269.58%-260.9pp | 64.92%-56.2pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $5,065 | $2,266+123.5% | $4,675+8.4% | $2,626+92.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $195 | $1,742-88.8% | $15,900-98.8% | $1,945-90.0% |