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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2+ years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $30,000 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,917 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $20,134 | $68,408-70.6% | $57,196-64.8% | $57,658-65.1% |
| Participation rate | 78.8% | 79.1%-0.3pp | 75.3%+3.5pp | 70.2%+8.6pp |
| Annual return | 3.76% | 8.51%-4.7pp | 14.59%-10.8pp | 5.13%-1.4pp |
| Employer contribution / active EE | $1,691 | $2,869-41.1% | $2,683-37.0% | $1,974-14.3% |
| Participant deferral / active EE | $1,044 | $2,903-64.1% | $3,096-66.3% | $3,061-65.9% |
| Admin fee / account holder | $44 | $70-36.6% | $3,141-98.6% | $95-53.3% |