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 CORPORATION8+ years Filed as: LINCOLN FINANCIAL SECURITIES CORPOR Service code 49 · EIN 35-0472300 | Other Services | $22,205 |
MORNINGSTAR1 year Service code 27 · EIN 36-4317381 | Advisory (Plan) | $30 |
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 | $80,859 | $50,199+61.1% | $69,890+15.7% | $66,949+20.8% |
| Participation rate | 93.3% | 66.3%+26.9pp | 70.5%+22.8pp | 69.8%+23.5pp |
| Annual return | -16.12% | -13.85%-2.3pp | 190.84%-207.0pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,693 | $1,864-9.2% | $2,560-33.9% | $2,545-33.5% |
| Participant deferral / active EE | $5,847 | $3,112+87.9% | $3,848+51.9% | $4,239+37.9% |
| Admin fee / account holder | $308 | $600-48.7% | $6,267-95.1% | $594-48.2% |