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 CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 34-0472300 | Contract Administrator | $81,041 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $27,473 |
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 | $34,527 | $37,196-7.2% | $154,108-77.6% | $55,725-38.0% |
| Participation rate | 96.0% | 64.1%+31.9pp | 83.0%+13.0pp | 70.9%+25.1pp |
| Annual return | -5.88% | 1319.68%-1325.6pp | 735.21%-741.1pp | 244.93%-250.8pp |
| Employer contribution / active EE | $872 | $1,614-46.0% | $5,298-83.5% | $2,078-58.0% |
| Participant deferral / active EE | $3,407 | $2,068+64.7% | $5,081-32.9% | $3,356+1.5% |
| Admin fee / account holder | $134 | $102+31.7% | $13,411-99.0% | $115+16.2% |