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 CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $141,724 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $64,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,539 | $89,123-14.1% | $102,460-25.3% | $77,762-1.6% |
| Participation rate | 98.8% | 80.9%+17.8pp | 76.5%+22.3pp | 70.6%+28.2pp |
| Annual return | 11.35% | 25.05%-13.7pp | 29.47%-18.1pp | 31.27%-19.9pp |
| Employer contribution / active EE | $1,672 | $2,700-38.1% | $3,025-44.7% | $2,728-38.7% |
| Participant deferral / active EE | $6,540 | $5,148+27.1% | $5,056+29.4% | $4,651+40.6% |
| Admin fee / account holder | $356 | $236+50.8% | $9,460-96.2% | $433-17.8% |