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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,086 |
CAPFINANCIAL PARTNERS LLC8 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,348 | $55,470+102.5% | $155,556-27.8% | $74,478+50.8% |
| Participation rate | 56.3% | 61.9%-5.6pp | 78.2%-21.9pp | 67.2%-10.9pp |
| Annual return | 12.72% | 269.80%-257.1pp | 64.84%-52.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $564 | $2,267-75.1% | $4,675-87.9% | $2,626-78.5% |
| Participant deferral / active EE | $5,404 | $2,838+90.4% | $5,631-4.0% | $4,350+24.2% |
| Admin fee / account holder | $428 | $1,744-75.5% | $15,885-97.3% | $1,946-78.0% |