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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · FORT WAYNE, IN 46801 | Recordkeeping Fees | $19,474 |
QUINONES ARCHILLA4 years Service code 27 VILLAS DE CAPARRA ST C D6 · GUAYNABO, PR 00966 | Advisory (Plan) | $14,656 |
Service code 99 6300 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $3,629 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 | Other Commissions | $3,509 |
Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $1,000 |
Filed as: LINCOLN FINANCIAL ADVISORS, LLC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,644 | $83,884-70.6% | $64,101-61.6% | $74,460-66.9% |
| Participation rate | 39.1% | 76.6%-37.5pp | 72.3%-33.2pp | 70.7%-31.6pp |
| Annual return | 16.83% | 16.57%+0.3pp | 33.72%-16.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,099 | $3,084-64.4% | $2,749-60.0% | $2,638-58.3% |
| Participant deferral / active EE | $764 | $3,692-79.3% | $3,881-80.3% | $4,530-83.1% |
| Admin fee / account holder | $112 | $196-43.0% | $3,070-96.4% | $348-67.9% |