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 | Contract Administrator | $96,204 |
STADION MONEY MANAGEMENT1+ years Service code 26 · EIN 58-2099805 | Advisory (Participants) | $32,733 |
Filed as: PINNACLE FINANCIAL SERVICES Service code 15 · EIN 59-2438373 | Recordkeeping | $14,979 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,648 | $57,096-25.3% | $94,229-54.7% | $55,191-22.7% |
| Participation rate | 82.3% | 75.7%+6.6pp | 78.8%+3.5pp | 69.2%+13.1pp |
| Annual return | -3.15% | 159.65%-162.8pp | 10.68%-13.8pp | 10.78%-13.9pp |
| Employer contribution / active EE | $2,731 | $1,708+59.9% | $3,587-23.9% | $1,899+43.8% |
| Participant deferral / active EE | $2,623 | $3,165-17.1% | $4,320-39.3% | $3,046-13.9% |
| Admin fee / account holder | $335 | $89+275.7% | $6,269-94.7% | $91+269.3% |