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 |
|---|---|---|
Service code 26 · EIN 59-3350310 900 N 12TH AVE · PENSACOLA, FL 325013305 | Advisory (Participants) | $28,126 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN TRUST COMPANY Service code 15 · EIN 80-0510033 717 17TH STREET, SUITE 2100 · DENVER, CO 80202 | Recordkeeping | $14,980 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $41,049 | $33,745+21.6% | $64,105-36.0% | $55,191-25.6% |
| Participation rate | 34.6% | 59.4%-24.8pp | 68.2%-33.6pp | 69.2%-34.6pp |
| Annual return | -1.49% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.3pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,497 | $1,929-22.4% | $2,822-46.9% | $3,046-50.9% |
| Admin fee / account holder | $310 | $94+228.7% | $4,499-93.1% | $91+241.6% |