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 FINANCIAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $48,296 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL - RPCP Service code 27 · EIN 95-2834236 | Advisory (Plan) | $14,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,059 | $31,424+113.4% | $81,473-17.7% | $69,631-3.7% |
| Participation rate | 63.8% | 50.8%+13.0pp | 68.0%-4.1pp | 70.7%-6.8pp |
| Annual return | 12.35% | 22.44%-10.1pp | 38.78%-26.4pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,987 | $1,838+334.5% | $3,537+125.8% | $3,224+147.8% |
| Admin fee / account holder | $313 | $103+205.4% | $4,561-93.1% | $110+183.7% |