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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,362 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $21,942 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,112 | $57,312+154.9% | $86,617+68.7% | $75,181+94.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.01% | 2672.78%-2658.8pp | 591.91%-577.9pp | 160.69%-146.7pp |
| Employer contribution / active EE | $6,209 | $2,315+168.2% | $3,023+105.4% | $2,671+132.5% |
| Participant deferral / active EE | $11,627 | $3,319+250.3% | $4,437+162.0% | $4,126+181.8% |
| Admin fee / account holder | $330 | $4,114-92.0% | $5,613-94.1% | $5,650-94.2% |