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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,112 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,885 |
Filed as: ROTHGERBER CHRISTIE LLP Service code 27 · EIN 86-0095078 | Advisory (Plan) | $9,845 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,690 | $65,453+374.7% | $86,698+258.4% | $66,938+364.1% |
| Participation rate | 94.4% | 75.5%+19.0pp | 76.6%+17.8pp | 69.8%+24.6pp |
| Annual return | -11.89% | -10.89%-1.0pp | 35.95%-47.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $24,212 | $2,154+1024.1% | $2,837+753.5% | $2,545+851.3% |
| Participant deferral / active EE | $4,533 | $4,102+10.5% | $4,656-2.6% | $4,238+7.0% |
| Admin fee / account holder | $214 | $642-66.7% | $7,493-97.1% | $594-64.0% |