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 CORPORATION4 years Filed as: LNCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $53,002 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,550 | $55,437-5.2% | $155,534-66.2% | $74,459-29.4% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 10.40% | 269.58%-259.2pp | 64.92%-54.5pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $909 | $2,266-59.9% | $4,675-80.6% | $2,626-65.4% |
| Participant deferral / active EE | $2,208 | $2,837-22.2% | $5,630-60.8% | $4,350-49.2% |
| Admin fee / account holder | $439 | $1,742-74.8% | $15,900-97.2% | $1,945-77.4% |