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 CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $69,443 |
WINNOW WEALTH, LLC4 years Service code 26 · EIN 87-2334687 | Advisory (Participants) | $43,258 |
MY BENEFITS, LLC11+ years Filed as: PB&H BENEFITS Service code 13 · EIN 74-1130599 | Contract Administrator | $26,570 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $10,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,786 | $46,464+33.0% | $150,298-58.9% | $79,634-22.4% |
| Participation rate | 74.7% | 57.0%+17.7pp | 77.8%-3.1pp | 62.5%+12.2pp |
| Annual return | 15.53% | 27.89%-12.4pp | 62.79%-47.3pp | 36.46%-20.9pp |
| Employer contribution / active EE | $2,971 | $1,512+96.5% | $4,154-28.5% | $2,529+17.5% |
| Participant deferral / active EE | $2,442 | $2,157+13.2% | $5,453-55.2% | $3,835-36.3% |
| Admin fee / account holder | $200 | $891-77.6% | $14,116-98.6% | $1,002-80.1% |