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 CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $10,510 |
Filed as: CLARK SCHAEFER HACKET Service code 26 449 EASTON WAY · COLUMBUS, OH 43219 | Advisory (Participants) | $7,300 |
STADION MONEY MANAGEMENT2+ years Service code 27 · EIN 58-2099805 1061 CLIFF DAWSON ROAD · WATKINSVILLE, GA 30677 | Advisory (Plan) | $4,815 |
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER, MALE & STRAKOWSKI Service code 15 4520 COOPER ROAD · CINCINNATI, OH 452425689 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $28,283 | $32,425-12.8% | $74,577-62.1% | $55,167-48.7% |
| Participation rate | 30.3% | 54.0%-23.7pp | 68.1%-37.8pp | 69.0%-38.7pp |
| Annual return | 6.97% | 10.63%-3.7pp | 20.47%-13.5pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,202 | $1,995-39.7% | $3,458-65.2% | $3,054-60.6% |
| Admin fee / account holder | $496 | $748-33.7% | $4,138-88.0% | $504-1.5% |