See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $64,389 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 26 · EIN 26-4311657 | Advisory (Participants) | $14,300 |
DANZIGER & MARKHOFF LLP3 years Service code 26 · EIN 13-3010201 | Advisory (Participants) | $5,350 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,527 | $89,652-10.2% | $141,162-43.0% | $65,185+23.5% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.5%+14.2pp | 70.2%+26.5pp |
| Annual return | 23.68% | 32.79%-9.1pp | 71.39%-47.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $3,977 | $3,065+29.8% | $4,735-16.0% | $2,177+82.7% |
| Participant deferral / active EE | $7,793 | $5,691+36.9% | $6,709+16.2% | $3,514+121.8% |
| Admin fee / account holder | $375 | $569-34.0% | $10,261-96.3% | $847-55.7% |