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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,356 |
SYM FINANCIAL CORPORATION6+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $16,747 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,888 | $58,895-64.5% | $178,503-88.3% | $73,497-71.6% |
| Participation rate | 96.1% | 66.2%+29.9pp | 81.9%+14.2pp | 70.7%+25.4pp |
| Annual return | 17.57% | 24.86%-7.3pp | 151.12%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $881 | $2,236-60.6% | $5,011-82.4% | $2,270-61.2% |
| Participant deferral / active EE | $2,554 | $2,567-0.5% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $307 | $400-23.2% | $13,987-97.8% | $513-40.1% |