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 CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S. CLINTON ST. · FORT WAYNE, IN 468022248 | Contract Administrator | $29,187 |
DAN GAIPA1+ years Filed as: DAN DANGEL Service code 10 5090 SHOREHAM PLACE, STE. 108 · SAN DIEGO, CA 92122 | Accounting | $9,900 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFITS UNLIMITED Service code 37 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Loan Processing | $3,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,340 | $50,464-45.8% | $75,784-63.9% | $52,331-47.8% |
| Participation rate | 64.2% | 66.8%-2.6pp | 75.8%-11.7pp | 68.1%-3.9pp |
| Annual return | -3.55% | 1.03%-4.6pp | 9.68%-13.2pp | 4.54%-8.1pp |
| Employer contribution / active EE | $8,319 | $1,988+318.4% | $3,323+150.3% | $1,882+342.1% |
| Participant deferral / active EE | $808 | $2,570-68.6% | $3,652-77.9% | $3,022-73.3% |
| Admin fee / account holder | $315 | $1,103-71.4% | $5,300-94.1% | $592-46.7% |