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 Service code 13 · EIN 13-1140070 | Contract Administrator | $25,306 |
INTAC ACTUARIAL SERVICES4 years Service code 13 · EIN 22-2446239 | Contract Administrator | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,472 | $50,458-69.3% | $160,009-90.3% | $64,819-76.1% |
| Participation rate | 36.2% | 68.0%-31.8pp | 78.0%-41.8pp | 71.5%-35.2pp |
| Annual return | -15.98% | -13.42%-2.6pp | 408.85%-424.8pp | 32.84%-48.8pp |
| Employer contribution / active EE | $591 | $1,722-65.7% | $4,225-86.0% | $2,507-76.4% |
| Participant deferral / active EE | $940 | $4,004-76.5% | $6,183-84.8% | $4,311-78.2% |
| Admin fee / account holder | $162 | $706-77.1% | $8,715-98.1% | $188-13.9% |