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 CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $66,151 |
QBI, LLC5 years Service code 15 · EIN 26-2768667 | Recordkeeping | $7,200 |
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 | $43,731 | $38,075+14.9% | $93,515-53.2% | $73,497-40.5% |
| Participation rate | 90.8% | 56.7%+34.1pp | 66.8%+24.0pp | 70.7%+20.1pp |
| Annual return | 14.01% | 17.59%-3.6pp | 78.21%-64.2pp | 28.51%-14.5pp |
| Employer contribution / active EE | $1,402 | $1,117+25.5% | $2,077-32.5% | $2,270-38.2% |
| Participant deferral / active EE | $3,459 | $2,012+71.9% | $3,129+10.6% | $3,740-7.5% |
| Admin fee / account holder | $284 | $351-19.0% | $5,235-94.6% | $513-44.6% |