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 CORPORATION10+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $43,247 |
FIDUCIENT ADVISORS LLC4 years Service code 16 · EIN 36-4001764 PO BOX 856577 · MINNEAPOLIS, MN 55485 | Consulting | $16,883 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,272 | $50,919+0.7% | $155,556-67.0% | $77,762-34.1% |
| Participation rate | 95.3% | 63.1%+32.2pp | 78.2%+17.1pp | 70.6%+24.7pp |
| Annual return | 10.11% | 34.84%-24.7pp | 64.84%-54.7pp | 31.27%-21.2pp |
| Employer contribution / active EE | $1,067 | $1,991-46.4% | $4,675-77.2% | $2,728-60.9% |
| Participant deferral / active EE | $3,495 | $2,824+23.8% | $5,631-37.9% | $4,651-24.8% |
| Admin fee / account holder | $146 | $437-66.7% | $15,885-99.1% | $433-66.4% |