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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $105,425 |
Filed as: LINCOLN FINANCIAL ADVISORS CORR Service code 15 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Recordkeeping | $5,416 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,687 | $58,888-61.5% | $178,499-87.3% | $73,493-69.1% |
| Participation rate | 84.6% | 66.2%+18.4pp | 81.9%+2.7pp | 70.7%+13.9pp |
| Annual return | 11.00% | 24.86%-13.9pp | 151.10%-140.1pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,639 | $2,236-26.7% | $5,011-67.3% | $2,270-27.8% |
| Participant deferral / active EE | $2,418 | $2,568-5.8% | $5,202-53.5% | $3,740-35.3% |
| Admin fee / account holder | $318 | $400-20.7% | $13,986-97.7% | $513-38.1% |