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 |
|---|---|---|
NATIONWIDE2 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $36,851 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 1300 S. CLINTON ST., SUITE 150 · FORT WAYNE, IN 46802 | Other Commissions | $0 |
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).
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 | $91,347 | $89,367+2.2% | $141,191-35.3% | $72,975+25.2% |
| Participation rate | 75.8% | 75.1%+0.7pp | 82.5%-6.7pp | 69.5%+6.3pp |
| Annual return | 22.53% | 111.87%-89.3pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $1,093 | $3,115-64.9% | $4,736-76.9% | $2,440-55.2% |
| Participant deferral / active EE | $4,958 | $5,419-8.5% | $6,710-26.1% | $3,608+37.4% |
| Admin fee / account holder | $421 | $5,957-92.9% | $10,264-95.9% | $5,124-91.8% |