Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $65,100 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $29,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,545 | $45,000-27.7% | $143,799-77.4% | $77,906-58.2% |
| Participation rate | 25.5% | 66.8%-41.3pp | 80.3%-54.8pp | 73.7%-48.2pp |
| Annual return | -13.70% | 29.03%-42.7pp | -0.04%-13.7pp | 12.16%-25.9pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $1,243 | $3,157-60.6% | $5,638-78.0% | $4,805-74.1% |
| Admin fee / account holder | $194 | $98+96.6% | $14,677-98.7% | $133+46.0% |