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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,905 |
CAPFINANCIAL PARTNERS LLC7 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $16,813 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,597 | $61,356+65.6% | $149,696-32.1% | $71,511+42.1% |
| Participation rate | 54.7% | 62.5%-7.9pp | 78.8%-24.1pp | 67.9%-13.3pp |
| Annual return | 16.70% | 35.86%-19.2pp | 134.46%-117.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $525 | $2,382-77.9% | $4,821-89.1% | $2,589-79.7% |
| Participant deferral / active EE | $4,871 | $2,920+66.8% | $5,682-14.3% | $4,291+13.5% |
| Admin fee / account holder | $369 | $1,263-70.8% | $13,212-97.2% | $1,588-76.8% |