Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $62,473 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $149,970 | $91,695+63.6% | $67,575+121.9% | $77,736+92.9% |
| Participation rate | 37.1% | 76.0%-39.0pp | 72.9%-35.8pp | 70.6%-33.5pp |
| Annual return | 15.59% | 14.88%+0.7pp | 3528.98%-3513.4pp | 31.26%-15.7pp |
| Employer contribution / active EE | $1,069 | $3,189-66.5% | $2,736-60.9% | $2,728-60.8% |
| Participant deferral / active EE | $2,251 | $3,912-42.5% | $4,003-43.8% | $4,651-51.6% |
| Admin fee / account holder | $412 | $245+68.3% | $3,993-89.7% | $433-5.0% |