See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $215,972 |
PYAPC7+ years Service code 10 · EIN 62-1517792 | Accounting | $37,040 |
OPPENHEIMER7+ years Filed as: OPPENHEIMER & CO., INC. Service code 16 · EIN 13-5657518 | Consulting | $22,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,933 | $57,610+9.2% | $154,803-59.3% | $102,872-38.8% |
| Participation rate | 100.0% | 59.5%+40.5pp | 78.1%+21.9pp | 73.0%+27.0pp |
| Annual return | 10.91% | 30.49%-19.6pp | 58.88%-48.0pp | 19.06%-8.1pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $5,540-100.0% | $5,535-100.0% |
| Admin fee / account holder | $36 | $368-90.3% | $14,329-99.8% | $292-87.8% |