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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $80,158 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 36-3145972 | Advisory (Plan) | $76,859 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,047 | $102,385+207.7% | $147,080+114.2% | $80,935+289.3% |
| Participation rate | 86.0% | 75.9%+10.2pp | 82.2%+3.8pp | 67.7%+18.4pp |
| Annual return | 14.04% | 135.09%-121.1pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $6,992 | $3,717+88.1% | $4,933+41.7% | $2,757+153.6% |
| Participant deferral / active EE | $11,688 | $6,651+75.7% | $8,066+44.9% | $4,299+171.9% |
| Admin fee / account holder | $988 | $7,951-87.6% | $12,989-92.4% | $6,924-85.7% |