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 |
|---|---|---|
Filed as: LINCOLN INVESTMENT Service code 27 · EIN 23-1702591 2 SHEPPARD RD., SUITE 301 · VOORHEES, NJ 08043 | Advisory (Plan) | $19,226 |
BPAS4+ years Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $8,705 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,669 | $44,873+55.3% | $79,467-12.3% | $56,289+23.8% |
| Participation rate | 49.2% | 68.7%-19.6pp | 73.3%-24.2pp | 69.9%-20.7pp |
| Annual return | -3.42% | 0.81%-4.2pp | 718.30%-721.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,724 | $2,140-19.4% | $2,800-38.4% | $2,111-18.3% |
| Participant deferral / active EE | $2,583 | $2,746-5.9% | $3,704-30.3% | $3,350-22.9% |
| Admin fee / account holder | $314 | $418-24.9% | $5,104-93.8% | $521-39.7% |