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 CORPORATION3 years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $40,722 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 925 4TH AVENUE · SEATTLE, WA 98104 | Advisory (Participants) | $31,407 |
Service code 99 · EIN 74-2533381 5400 BOSQUE BLVD., SUITE 600 · WACO, TX 76710 | Other Fees | $6,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,745 | $58,895-30.8% | $178,503-77.2% | $73,497-44.6% |
| Participation rate | 92.0% | 66.2%+25.8pp | 81.9%+10.1pp | 70.7%+21.4pp |
| Annual return | 22.08% | 24.86%-2.8pp | 151.12%-129.0pp | 28.51%-6.4pp |
| Employer contribution / active EE | $3,516 | $2,236+57.3% | $5,011-29.8% | $2,270+54.9% |
| Participant deferral / active EE | $9,647 | $2,567+275.8% | $5,202+85.4% | $3,740+158.0% |
| Admin fee / account holder | $112 | $400-72.1% | $13,987-99.2% | $513-78.2% |