Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN INVEST. PLANNING Service code 27 · EIN 23-1702591 | Advisory (Plan) | $24,907 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,580 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,381 | $92,076-68.1% | $105,607-72.2% | $77,736-62.2% |
| Participation rate | 50.5% | 81.0%-30.5pp | 75.3%-24.8pp | 70.6%-20.1pp |
| Annual return | 37.42% | 17.84%+19.6pp | 116.11%-78.7pp | 31.26%+6.2pp |
| Employer contribution / active EE | $935 | $3,370-72.3% | $3,167-70.5% | $2,728-65.7% |
| Participant deferral / active EE | $2,606 | $5,390-51.6% | $5,011-48.0% | $4,651-44.0% |
| Admin fee / account holder | $167 | $219-23.5% | $10,958-98.5% | $433-61.4% |