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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,587 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,205 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 13 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Contract Administrator | $3,566 |
Filed as: ATLANTIC PENSION SERVICES Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE RD · KENNETT SQUARE, PA 19348 | Plan Administrator | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,176 | $55,002-63.3% | $59,899-66.3% | $56,289-64.2% |
| Participation rate | 33.5% | 75.9%-42.4pp | 74.7%-41.2pp | 69.9%-36.4pp |
| Annual return | -6.57% | 1.13%-7.7pp | 3.46%-10.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $196 | $2,448-92.0% | $2,723-92.8% | $2,111-90.7% |
| Participant deferral / active EE | $1,169 | $3,121-62.5% | $3,402-65.6% | $3,350-65.1% |
| Admin fee / account holder | $116 | $236-51.0% | $3,592-96.8% | $521-77.8% |