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 CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $52,385 |
Filed as: PINACLE FINANCIAL Service code 15 · EIN 59-2438373 | Recordkeeping | $4,920 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,164 | $75,183-20.0% | $123,894-51.4% | $55,167+9.1% |
| Participation rate | 75.4% | 72.8%+2.6pp | 81.4%-6.0pp | 69.0%+6.4pp |
| Annual return | 8.19% | 19.01%-10.8pp | 47.52%-39.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,461 | $2,823-48.2% | $4,617-68.3% | $1,963-25.5% |
| Participant deferral / active EE | $3,925 | $5,084-22.8% | $5,984-34.4% | $3,054+28.5% |
| Admin fee / account holder | $334 | $663-49.7% | $8,357-96.0% | $504-33.8% |