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 |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $39,499 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 1177 HYPOLUXO RD · LANTANA, FL 33462 | Recordkeeping | $7,188 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $74,600 | $63,314+17.8% | $91,004-18.0% | $62,293+19.8% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 13.91% | 21.00%-7.1pp | 4.60%+9.3pp | 28.90%-15.0pp |
| Employer contribution / active EE | $3,275 | $1,807+81.2% | $2,456+33.4% | $2,042+60.4% |
| Participant deferral / active EE | $4,426 | $2,944+50.4% | $3,548+24.8% | $3,169+39.7% |
| Admin fee / account holder | $380 | $468-18.7% | $5,417-93.0% | $479-20.7% |