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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,447 |
Filed as: PINNACLE FINANCIAL SERVICES, LLC Service code 15 · EIN 59-2438373 | Recordkeeping | $55,912 |
3(16) FIDUCIARY SERVICES CORP1+ years Service code 15 1732 S. CONGRESS AVE · LAKE WORTH, FL 33461 | Recordkeeping | $5,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,811 | $37,039-84.3% | $147,617-96.1% | $59,188-90.2% |
| Participation rate | 68.6% | 63.8%+4.8pp | 84.6%-16.1pp | 69.4%-0.9pp |
| Annual return | -2.25% | 7.19%-9.4pp | 61.98%-64.2pp | 5.51%-7.8pp |
| Employer contribution / active EE | $295 | $1,353-78.2% | $5,564-94.7% | $2,098-85.9% |
| Participant deferral / active EE | $912 | $2,094-56.4% | $4,895-81.4% | $3,265-72.1% |
| Admin fee / account holder | $44 | $60-27.7% | $11,612-99.6% | $92-52.8% |