Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $16,032 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 P.O. BOX 74008967 · CHICAGO, IL 60674 | Advisory (Plan) | $8,740 |
AZALEA ADMINISTRATION LLC1+ years Filed as: AZALEA ADMINISTRATION Service code 13 · EIN 27-0711617 P.O. BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $2,481 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,243 | $81,276-45.6% | $155,574-71.6% | $80,925-45.3% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.7%+17.0pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,999 | $3,103-35.6% | $4,676-57.3% | $2,756-27.5% |
| Participant deferral / active EE | $1,471 | $3,453-57.4% | $5,629-73.9% | $4,299-65.8% |
| Admin fee / account holder | $153 | $7,993-98.1% | $15,914-99.0% | $6,940-97.8% |