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 | Contract Administrator | $16,804 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTION Service code 15 13850 BALLANTYNE CORP PLACE · CHARLOTTE, NC 28277 | Recordkeeping | $600 |
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 | $21,532 | $73,102-70.5% | $123,552-82.6% | $56,287-61.7% |
| Participation rate | 52.3% | 74.3%-22.0pp | 82.3%-29.9pp | 69.9%-17.5pp |
| Annual return | 5.06% | 3.01%+2.1pp | 119.20%-114.1pp | -9.96%+15.0pp |
| Employer contribution / active EE | $1,538 | $2,977-48.4% | $4,628-66.8% | $2,111-27.2% |
| Participant deferral / active EE | $3,438 | $5,423-36.6% | $6,426-46.5% | $3,350+2.6% |
| Admin fee / account holder | $210 | $554-62.1% | $9,285-97.7% | $521-59.7% |