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 CORPORATION8+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $67,190 |
MERCER4 years Filed as: MERCER INVESTMENTS Service code 17 · EIN 30-0282430 | Pension Consulting | $66,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,099 | $46,325+8.1% | $143,788-65.2% | $64,814-22.7% |
| Participation rate | 83.9% | 64.2%+19.7pp | 80.3%+3.6pp | 71.5%+12.5pp |
| Annual return | -15.35% | -10.05%-5.3pp | -0.03%-15.3pp | 32.84%-48.2pp |
| Employer contribution / active EE | $2,192 | $1,911+14.7% | $4,952-55.7% | $2,507-12.6% |
| Participant deferral / active EE | $4,230 | $2,647+59.8% | $5,638-25.0% | $4,310-1.9% |
| Admin fee / account holder | $182 | $154+18.0% | $14,675-98.8% | $188-3.4% |