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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,305 |
Service code 15 · EIN 27-4433997 | Recordkeeping | $2,422 |
STADION MONEY MANAGEMENT1 year Filed as: STADION Service code 26 · EIN 58-2099805 | Advisory (Participants) | $1,904 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,322 | $76,401-83.9% | $106,387-88.4% | $64,173-80.8% |
| Participation rate | 76.1% | 73.5%+2.6pp | 77.5%-1.3pp | 69.6%+6.6pp |
| Annual return | -7.32% | -2.19%-5.1pp | 0.25%-7.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $937 | $2,680-65.0% | $3,520-73.4% | $2,381-60.6% |
| Participant deferral / active EE | $1,230 | $4,274-71.2% | $5,421-77.3% | $3,470-64.5% |
| Admin fee / account holder | $145 | $4,610-96.9% | $7,510-98.1% | $4,887-97.0% |