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 CORPORATION6 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $91,897 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,110 | $56,511-2.5% | $185,837-70.3% | $86,813-36.5% |
| Participation rate | 83.4% | 65.5%+17.9pp | 81.7%+1.7pp | 72.3%+11.2pp |
| Annual return | 17.38% | 118.12%-100.7pp | 122.08%-104.7pp | 97.93%-80.5pp |
| Employer contribution / active EE | $834 | $1,844-54.8% | $5,168-83.9% | $2,406-65.3% |
| Participant deferral / active EE | $3,991 | $2,554+56.2% | $5,568-28.3% | $4,131-3.4% |
| Admin fee / account holder | $142 | $150-5.3% | $16,241-99.1% | $170-16.4% |