Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $64,730 |
RETIREWELL ADMINISTRATORS2+ years Filed as: RETIREWELL ADMINISTRATORS, LLC Service code 15 · EIN 46-2684976 1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053 | Recordkeeping | $8,393 |
Filed as: THE LAW FIRM OF ANTHONY SCIALABBA Service code 17 · EIN 46-4015886 1002H LINCOLN DRIVE W · MARLTON, NJ 08057 | Pension Consulting | $327 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $98,226 | $46,732+110.2% | $156,551-37.3% | $55,167+78.1% |
| Participation rate | 57.9% | 65.8%-7.9pp | 84.0%-26.1pp | 69.0%-11.1pp |
| Annual return | 7.93% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,546 | $2,105+20.9% | $5,501-53.7% | $1,963+29.7% |
| Participant deferral / active EE | $3,552 | $2,204+61.2% | $4,871-27.1% | $3,054+16.3% |
| Admin fee / account holder | $651 | $418+55.6% | $13,028-95.0% | $504+29.2% |