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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $43,732 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,947 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,612 | $81,358-18.1% | $155,556-57.2% | $80,959-17.7% |
| Participation rate | 75.5% | 66.3%+9.2pp | 78.2%-2.7pp | 67.7%+7.8pp |
| Annual return | 11.22% | 33.39%-22.2pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,279 | $3,106-26.6% | $4,675-51.3% | $2,757-17.3% |
| Participant deferral / active EE | $2,778 | $3,455-19.6% | $5,631-50.7% | $4,300-35.4% |
| Admin fee / account holder | $523 | $7,994-93.5% | $15,885-96.7% | $6,925-92.4% |