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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 49 · EIN 35-0472300 | Other Services | $10,581 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $950 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,091 | $41,467-63.6% | $67,313-77.6% | $55,725-72.9% |
| Participation rate | 14.6% | 62.5%-47.9pp | 69.1%-54.5pp | 70.9%-56.3pp |
| Annual return | -5.16% | 0.82%-6.0pp | -4.08%-1.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $224 | $1,316-83.0% | $2,566-91.3% | $2,078-89.2% |
| Participant deferral / active EE | $420 | $2,399-82.5% | $3,568-88.2% | $3,356-87.5% |
| Admin fee / account holder | $158 | $102+54.8% | $4,507-96.5% | $115+37.1% |