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 CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET SUITE #150 · FORT WAYNE, IN 46802 | Contract Administrator | $14,790 |
Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 35-2130755 6602 E 75TH STREET · INDIANAPOLIS, IN 46250 | Recordkeeping | $1,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,067 | $80,753-71.4% | $136,298-83.1% | $62,293-63.0% |
| Participation rate | 53.8% | 73.5%-19.8pp | 81.9%-28.2pp | 69.5%-15.8pp |
| Annual return | 18.22% | 35.83%-17.6pp | 5156.27%-5138.0pp | 28.90%-10.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,376 | $5,164-15.3% | $6,247-29.9% | $3,169+38.1% |
| Admin fee / account holder | $135 | $525-74.4% | $9,244-98.5% | $479-71.9% |