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 Service code 13 · EIN 35-1140070 | Contract Administrator | $3,071 |
APPLIED PLAN ADMINISTRATORS LLC8+ years Service code 15 · EIN 46-5761416 | Recordkeeping | $1,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,992 | $48,235-81.4% | $68,803-86.9% | $68,490-86.9% |
| Participation rate | 4.6% | 60.7%-56.1pp | 69.0%-64.4pp | 67.9%-63.3pp |
| Annual return | -16.64% | -12.70%-3.9pp | -6.37%-10.3pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $425 | $2,867-85.2% | $3,942-89.2% | $4,028-89.4% |
| Admin fee / account holder | $199 | $4,361-95.4% | $4,936-96.0% | $5,403-96.3% |