Filed February 16, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $103,167 |
Filed as: M2B RETIREMENT CONSULTING Service code 13 · EIN 81-3989034 | Contract Administrator | $8,080 |
DUNBAR, BENDER & ZAPF, INC.2+ years Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $275 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 · EIN 25-1799936 | Contract Administrator | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,199 | $77,677+31.6% | $109,173-6.4% | $79,391+28.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 14.44% | 23.44%-9.0pp | 25.75%-11.3pp | 116.88%-102.4pp |
| Employer contribution / active EE | $5,718 | $2,798+104.3% | $3,723+53.6% | $2,428+135.5% |
| Participant deferral / active EE | $2,924 | $3,517-16.9% | $4,654-37.2% | $4,046-27.7% |
| Admin fee / account holder | $619 | $732-15.4% | $6,755-90.8% | $627-1.1% |