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 35-1140070 | Contract Administrator | $53,434 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 5700 W 12TH ST, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Participants) | $30,157 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,465 | $69,745-0.4% | $67,511+2.9% | $74,546-6.8% |
| Participation rate | 86.8% | 71.3%+15.5pp | 72.9%+13.9pp | 67.2%+19.6pp |
| Annual return | 12.44% | -40.37%+52.8pp | 3517.41%-3505.0pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $4,694 | $2,705+73.5% | $2,733+71.8% | $2,624+78.9% |
| Participant deferral / active EE | $1,807 | $3,636-50.3% | $4,000-54.8% | $4,347-58.4% |
| Admin fee / account holder | $253 | $894-71.8% | $3,999-93.7% | $1,944-87.0% |