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 | Contract Administrator | $81,451 |
GIBSON CAPITAL, LLC10+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $38,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,864 | $55,437-26.3% | $155,534-73.7% | $74,459-45.1% |
| Participation rate | 81.4% | 61.9%+19.5pp | 78.2%+3.2pp | 67.2%+14.2pp |
| Annual return | 17.11% | 269.58%-252.5pp | 64.92%-47.8pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $975 | $2,266-57.0% | $4,675-79.2% | $2,626-62.9% |
| Participant deferral / active EE | $3,761 | $2,837+32.5% | $5,630-33.2% | $4,350-13.5% |
| Admin fee / account holder | $344 | $1,742-80.2% | $15,900-97.8% | $1,945-82.3% |