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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $90,871 |
FREED MAXICK CPAS PC2+ years Filed as: FREED MAXICK, CPAS PC Service code 10 · EIN 45-4051133 | Accounting | $11,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,316 | $37,213+89.0% | $156,551-55.1% | $63,975+9.9% |
| Participation rate | 52.3% | 65.0%-12.7pp | 84.0%-31.7pp | 71.1%-18.8pp |
| Annual return | 7.68% | 47.89%-40.2pp | 32.23%-24.5pp | 48.65%-41.0pp |
| Employer contribution / active EE | $852 | $1,357-37.2% | $5,501-84.5% | $2,182-60.9% |
| Participant deferral / active EE | $2,343 | $2,070+13.2% | $4,871-51.9% | $3,356-30.2% |
| Admin fee / account holder | $102 | $56+80.9% | $13,028-99.2% | $70+44.7% |