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 35-0472300 | Contract Administrator | $88,249 |
ERISA SPECIALIST3 years Service code 15 · EIN 47-3852281 | Recordkeeping | $17,912 |
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 | $87,822 | $55,437+58.4% | $155,534-43.5% | $74,459+17.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.29% | 269.58%-257.3pp | 64.92%-52.6pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $3,939 | $2,266+73.8% | $4,675-15.7% | $2,626+50.0% |
| Participant deferral / active EE | $3,313 | $2,837+16.8% | $5,630-41.2% | $4,350-23.8% |
| Admin fee / account holder | $457 | $1,742-73.8% | $15,900-97.1% | $1,945-76.5% |