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 37 · EIN 35-0145825 | Loan Processing | $8,970 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,199 | $55,453-45.5% | $170,435-82.3% | $62,293-51.5% |
| Participation rate | 24.8% | 66.4%-41.6pp | 83.6%-58.8pp | 69.5%-44.7pp |
| Annual return | 14.72% | 21.38%-6.7pp | 205.94%-191.2pp | 28.90%-14.2pp |
| Employer contribution / active EE | $143 | $2,164-93.4% | $5,432-97.4% | $2,042-93.0% |
| Participant deferral / active EE | $818 | $2,303-64.5% | $4,939-83.4% | $3,169-74.2% |
| Admin fee / account holder | $32 | $455-93.0% | $13,881-99.8% | $479-93.3% |