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 |
|---|---|---|
Filed as: PARK NATIONAL BANK Service code 18 · EIN 31-1198067 P O BOX 3500 · NEWARK, OH 430583500 | Recordkeeping fees; Custodial (other ... | $8,327 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,075 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,071 | $58,888-72.7% | $178,499-91.0% | $73,493-78.1% |
| Participation rate | 47.7% | 66.2%-18.6pp | 81.9%-34.3pp | 70.7%-23.0pp |
| Annual return | 12.62% | 24.86%-12.2pp | 151.10%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $538 | $2,568-79.0% | $5,202-89.7% | $3,740-85.6% |
| Admin fee / account holder | $91 | $400-77.2% | $13,986-99.3% | $513-82.2% |