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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,127 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1016701 | Recordkeeping | $2,445 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,403 | $155,795-86.3% | $136,298-84.3% | $69,631-69.3% |
| Participation rate | 25.9% | 75.2%-49.3pp | 81.9%-56.0pp | 70.7%-44.8pp |
| Annual return | 52.87% | 232464.33%-232411.5pp | 5156.27%-5103.4pp | 27571.02%-27518.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,064 | $5,394-61.7% | $6,247-67.0% | $3,224-36.0% |
| Admin fee / account holder | $82 | $128-36.1% | $9,244-99.1% | $110-25.8% |