Filed April 20, 2018
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,839 |
KORNERSTONE, INC.3 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $17,394 |
Filed as: BIDWELL CONSULTING SERVICE INC Service code 13 · EIN 20-3039384 | Contract Administrator | $4,650 |
Filed as: BIDWELL CONSULTING SERVICES INC Service code 13 | Contract Administrator | $1,535 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $425 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,618 | $58,888-56.5% | $178,499-85.6% | $73,493-65.1% |
| Participation rate | 78.3% | 66.2%+12.1pp | 81.9%-3.6pp | 70.7%+7.7pp |
| Annual return | 14.31% | 24.86%-10.6pp | 151.10%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,137 | $2,236-49.1% | $5,011-77.3% | $2,270-49.9% |
| Participant deferral / active EE | $3,938 | $2,568+53.4% | $5,202-24.3% | $3,740+5.3% |
| Admin fee / account holder | $224 | $400-44.0% | $13,986-98.4% | $513-56.3% |