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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $262,999 |
NEPC, LLC8+ years Service code 26 · EIN 26-1429809 | Advisory (Participants) | $42,588 |
CARON & BLETZER, PLLC6 years Filed as: CARSON & BLETZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $7,508 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,712 | $45,000+3.8% | $143,799-67.5% | $77,906-40.0% |
| Participation rate | 88.6% | 66.8%+21.7pp | 80.3%+8.2pp | 73.7%+14.9pp |
| Annual return | -14.81% | 29.03%-43.8pp | -0.04%-14.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $4,255 | $3,157+34.8% | $5,638-24.5% | $4,805-11.5% |
| Admin fee / account holder | $121 | $98+23.3% | $14,677-99.2% | $133-8.5% |