Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVS Service code 27 1301 S. HARRISON ST · FORT WAYNE, IN 468023425 | Advisory (Plan) | $5,081 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,417 | $65,125-88.6% | $143,797-94.8% | $66,949-88.9% |
| Participation rate | 85.7% | 65.2%+20.5pp | 80.3%+5.4pp | 69.8%+15.9pp |
| Annual return | -7.09% | -11.13%+4.0pp | -0.04%-7.1pp | 1.57%-8.7pp |
| Employer contribution / active EE | $3,048 | $2,362+29.0% | $4,952-38.5% | $2,545+19.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $49 | $503-90.2% | $14,679-99.7% | $594-91.7% |