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 |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $99,670 |
Service code 19 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Securities Custodian | $4,795 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 15 1300 CLINTON STREET · FORT WAYNE, IN 46802 | Recordkeeping | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,826 | $47,977-64.9% | $154,108-89.1% | $56,289-70.1% |
| Participation rate | 88.6% | 66.2%+22.4pp | 83.0%+5.6pp | 69.9%+18.8pp |
| Annual return | -7.39% | 3.54%-10.9pp | 735.21%-742.6pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,426 | $2,169-34.3% | $5,298-73.1% | $2,111-32.5% |
| Participant deferral / active EE | $2,070 | $2,392-13.4% | $5,081-59.2% | $3,350-38.2% |
| Admin fee / account holder | $309 | $438-29.5% | $13,411-97.7% | $521-40.7% |