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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $88,520 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $77,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,655 | $46,332+112.9% | $143,797-31.4% | $64,824+52.2% |
| Participation rate | 97.5% | 64.2%+33.2pp | 80.3%+17.2pp | 71.5%+26.0pp |
| Annual return | -11.42% | -10.05%-1.4pp | -0.04%-11.4pp | 32.84%-44.3pp |
| Employer contribution / active EE | $3,466 | $1,911+81.4% | $4,952-30.0% | $2,507+38.3% |
| Participant deferral / active EE | $5,336 | $2,647+101.5% | $5,638-5.4% | $4,311+23.8% |
| Admin fee / account holder | $168 | $154+9.0% | $14,679-98.9% | $188-10.7% |