Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $45,525 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ INVESTMENT ADVISORY Service code 27 · EIN 81-3968784 | Advisory (Plan) | $36,761 |
Filed as: CBIZ BENEFITS & INS SERVICES Service code 99 · EIN 31-1582098 | Other Fees | $10,974 |
Filed as: FIDELITY Service code 37 · EIN 04-2647786 | Loan Processing | $930 |
LINCOLN NATIONAL CORPORATION2+ years Service code 64 · EIN 35-1140070 | Recordkeeping Fees | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,396 | $61,356+29.4% | $149,696-47.0% | $71,511+11.0% |
| Participation rate | 63.8% | 62.5%+1.3pp | 78.8%-15.0pp | 67.9%-4.1pp |
| Annual return | 17.43% | 35.86%-18.4pp | 134.46%-117.0pp | 28.86%-11.4pp |
| Employer contribution / active EE | $1,431 | $2,382-39.9% | $4,821-70.3% | $2,589-44.7% |
| Participant deferral / active EE | $5,709 | $2,920+95.5% | $5,682+0.5% | $4,291+33.1% |
| Admin fee / account holder | $380 | $1,263-69.9% | $13,212-97.1% | $1,588-76.1% |