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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,243 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746479 | Accounting | $15,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,741 | $47,163+52.1% | $149,696-52.1% | $74,460-3.7% |
| Participation rate | 98.4% | 63.4%+35.0pp | 78.8%+19.6pp | 70.7%+27.6pp |
| Annual return | 17.13% | 22.75%-5.6pp | 134.46%-117.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,906 | $1,907+52.4% | $4,821-39.7% | $2,638+10.2% |
| Participant deferral / active EE | $5,527 | $2,730+102.4% | $5,682-2.7% | $4,530+22.0% |
| Admin fee / account holder | $100 | $343-70.8% | $13,212-99.2% | $348-71.2% |