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 CORPORATION5 years Service code 63 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | 12b-1 Fees | $59,072 |
ASSOCIATED PENSION CONSULTANTS6+ years Service code 63 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | 12b-1 Fees | $6,282 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,693 | $63,082+53.3% | $81,716+18.3% | $79,852+21.1% |
| Participation rate | 96.6% | 67.5%+29.1pp | 72.0%+24.6pp | 69.6%+27.0pp |
| Annual return | 26.22% | 22.66%+3.6pp | 29.49%-3.3pp | 31.72%-5.5pp |
| Employer contribution / active EE | $2,846 | $1,795+58.5% | $4,310-34.0% | $2,471+15.2% |
| Participant deferral / active EE | $4,992 | $2,780+79.5% | $7,108-29.8% | $3,740+33.5% |
| Admin fee / account holder | $422 | $4,428-90.5% | $5,159-91.8% | $5,306-92.0% |