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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $103,950 |
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $100,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,760 | $113,568-11.3% | $67,561+49.1% | $199,921-49.6% |
| Participation rate | 75.8% | 73.3%+2.5pp | 72.9%+2.9pp | 72.0%+3.8pp |
| Annual return | 12.46% | 15.88%-3.4pp | 3525.44%-3513.0pp | 34.28%-21.8pp |
| Employer contribution / active EE | $2,428 | $3,409-28.8% | $2,735-11.2% | $3,035-20.0% |
| Participant deferral / active EE | $4,519 | $4,163+8.5% | $4,003+12.9% | $5,089-11.2% |
| Admin fee / account holder | $116 | $102+13.1% | $4,006-97.1% | $269-57.0% |