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 | $51,229 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,403 |
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 | $72,387 | $65,125+11.1% | $143,797-49.7% | $66,949+8.1% |
| Participation rate | 79.0% | 65.2%+13.8pp | 80.3%-1.3pp | 69.8%+9.2pp |
| Annual return | -9.37% | -11.13%+1.8pp | -0.04%-9.3pp | 1.57%-10.9pp |
| Employer contribution / active EE | $2,591 | $2,362+9.7% | $4,952-47.7% | $2,545+1.8% |
| Participant deferral / active EE | $5,808 | $2,920+98.9% | $5,638+3.0% | $4,239+37.0% |
| Admin fee / account holder | $395 | $503-21.4% | $14,679-97.3% | $594-33.5% |