Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $57,267 |
Filed as: COMMONWEALTH FINANCIAL GROUP Service code 28 · EIN 04-2675571 | Investment Management | $14,840 |
T R PAUL INC.4+ years Service code 13 · EIN 06-0906361 555 HERITAGE RD · SOUTHBURY, CT 06488 | Contract Administrator | $13,838 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,645 | $54,717+38.2% | $86,216-12.3% | $71,511+5.8% |
| Participation rate | 80.9% | 60.1%+20.8pp | 69.0%+12.0pp | 67.9%+13.0pp |
| Annual return | 15.01% | 20.07%-5.1pp | 1169.42%-1154.4pp | 28.86%-13.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $7,382 | $3,110+137.4% | $3,986+85.2% | $4,291+72.1% |
| Admin fee / account holder | $346 | $1,922-82.0% | $6,853-95.0% | $1,588-78.2% |