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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $603,854 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $120 |
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,284 | $42,423+112.8% | $152,093-40.6% | $100,573-10.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | 12.04% | 41.32%-29.3pp | 66.36%-54.3pp | 18.89%-6.9pp |
| Employer contribution / active EE | $53 | $1,482-96.4% | $4,175-98.7% | $3,763-98.6% |
| Participant deferral / active EE | $9,342 | $2,158+332.9% | $5,451+71.4% | $4,921+89.8% |
| Admin fee / account holder | $127 | $429-70.5% | $14,497-99.1% | $454-72.1% |