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 15 · EIN 35-0145825 | Recordkeeping | $38,032 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $35,117 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,425 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,416 | $50,902+46.2% | $155,534-52.2% | $77,736-4.3% |
| Participation rate | 70.0% | 63.1%+6.9pp | 78.2%-8.3pp | 70.6%-0.6pp |
| Annual return | 12.73% | 34.85%-22.1pp | 64.92%-52.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $3,338 | $1,991+67.6% | $4,675-28.6% | $2,728+22.4% |
| Participant deferral / active EE | $2,535 | $2,824-10.2% | $5,630-55.0% | $4,651-45.5% |
| Admin fee / account holder | $151 | $437-65.5% | $15,900-99.1% | $433-65.2% |