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 CORPORATION1+ years Service code 13 | Contract Administrator | $9,182 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 | Contract Administrator | $1,050 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,645 | $41,854-48.3% | $73,836-70.7% | $52,331-58.6% |
| Participation rate | 36.2% | 66.2%-30.0pp | 73.4%-37.2pp | 68.1%-31.9pp |
| Annual return | 1.04% | 2.11%-1.1pp | 2268.06%-2267.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $16 | $1,920-99.2% | $2,787-99.4% | $1,882-99.2% |
| Participant deferral / active EE | $975 | $2,498-61.0% | $3,583-72.8% | $3,022-67.7% |
| Admin fee / account holder | $136 | $493-72.4% | $4,882-97.2% | $592-77.0% |