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 |
|---|---|---|
Service code 12 · EIN 48-1205033 | Sub-transfer agency fees; Participant... | $11,400 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES CORP. Service code 27 2620 PREACHERSVILLE RD · STANFORD, KY 404848912 | Advisory (Plan) | $5,878 |
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.
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 | $25,647 | $65,378-60.8% | $87,103-70.6% | $65,186-60.7% |
| Participation rate | 57.8% | 75.3%-17.5pp | 76.9%-19.0pp | 70.2%-12.4pp |
| Annual return | 24.61% | 31.28%-6.7pp | 28.19%-3.6pp | 29.39%-4.8pp |
| Employer contribution / active EE | $613 | $1,823-66.3% | $2,521-75.7% | $2,177-71.8% |
| Participant deferral / active EE | $1,395 | $3,389-58.8% | $4,049-65.5% | $3,514-60.3% |
| Admin fee / account holder | $185 | $520-64.4% | $7,491-97.5% | $847-78.2% |