Filed March 1, 2024
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 CORPORATION2+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $85,348 |
GAVION, LLC1 year Filed as: GAVION INVESTMENT Service code 27 · EIN 46-2642087 6000 POPLAR AVE, SUITE 325 · MEMPHIS, TN 38119 | Advisory (Plan) | $39,337 |
BURLEIGH CONSULTING GROUP2+ years Service code 16 · EIN 62-0842964 465 JACK KRAMER DRIVE · MEMPHIS, TN 38117 | Consulting | $9,248 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: MEMPHIS CBIZ Service code 10 · EIN 43-1947695 25793 NETWORK PLACE · CHICAGO, IL 60673 | Accounting | $5,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,450 | $22,291-39.7% | $69,182-80.6% | $63,975-79.0% |
| Participation rate | 51.6% | 35.3%+16.3pp | 55.1%-3.5pp | 71.1%-19.5pp |
| Annual return | 12.05% | 9.30%+2.7pp | -21.93%+34.0pp | 48.65%-36.6pp |
| Employer contribution / active EE | $800 | $325+145.8% | $1,206-33.7% | $2,182-63.3% |
| Participant deferral / active EE | $1,255 | $808+55.4% | $1,897-33.8% | $3,356-62.6% |
| Admin fee / account holder | $98 | $73+33.7% | $2,697-96.4% | $70+38.6% |