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 | $32,586 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,113 | $91,621+8.2% | $67,511+46.8% | $77,671+27.6% |
| Participation rate | 30.0% | 76.0%-45.9pp | 72.9%-42.9pp | 70.6%-40.6pp |
| Annual return | 12.67% | 14.87%-2.2pp | 3517.41%-3504.7pp | 31.21%-18.5pp |
| Employer contribution / active EE | $1,437 | $3,184-54.9% | $2,733-47.4% | $2,726-47.3% |
| Participant deferral / active EE | $1,852 | $3,906-52.6% | $4,000-53.7% | $4,648-60.2% |
| Admin fee / account holder | $231 | $176+31.0% | $3,999-94.2% | $430-46.3% |