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 | $14,872 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $14,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,253 | $46,325-64.9% | $143,788-88.7% | $64,814-74.9% |
| Participation rate | 35.1% | 64.2%-29.1pp | 80.3%-45.2pp | 71.5%-36.4pp |
| Annual return | -11.78% | -10.05%-1.7pp | -0.03%-11.7pp | 32.84%-44.6pp |
| Employer contribution / active EE | $215 | $1,911-88.8% | $4,952-95.7% | $2,507-91.4% |
| Participant deferral / active EE | $1,172 | $2,647-55.7% | $5,638-79.2% | $4,310-72.8% |
| Admin fee / account holder | $135 | $154-12.1% | $14,675-99.1% | $188-28.0% |