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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,865 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,275 | $66,124-86.0% | $90,461-89.7% | $73,497-87.4% |
| Participation rate | 64.9% | 69.7%-4.8pp | 72.7%-7.8pp | 70.7%-5.8pp |
| Annual return | 14.22% | 17.65%-3.4pp | 1294.76%-1280.5pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,008 | $2,346-57.0% | $3,264-69.1% | $2,270-55.6% |
| Participant deferral / active EE | $945 | $3,039-68.9% | $3,964-76.2% | $3,740-74.7% |
| Admin fee / account holder | $15 | $396-96.2% | $5,617-99.7% | $513-97.1% |