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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,528 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS Service code 49 307 INTERNATIONAL CIRCLE STE 390 · HUNT VALLEY, MD 21030 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,114 | $77,638-85.7% | $156,551-92.9% | $62,881-82.3% |
| Participation rate | 82.4% | 71.2%+11.2pp | 84.0%-1.6pp | 69.3%+13.1pp |
| Annual return | 7.54% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $834 | $3,444-75.8% | $5,501-84.8% | $2,281-63.5% |
| Participant deferral / active EE | $503 | $3,046-83.5% | $4,871-89.7% | $3,203-84.3% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,028-99.9% | $4,296-99.7% |