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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,086 |
CAPFINANCIAL PARTNERS LLC8 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $20,499 |
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 | $112,348 | $55,446+102.6% | $155,574-27.8% | $74,429+50.9% |
| Participation rate | 56.3% | 61.9%-5.6pp | 78.2%-21.9pp | 67.2%-10.9pp |
| Annual return | 12.72% | 269.20%-256.5pp | 64.87%-52.1pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $564 | $2,266-75.1% | $4,676-87.9% | $2,625-78.5% |
| Participant deferral / active EE | $5,404 | $2,836+90.6% | $5,629-4.0% | $4,348+24.3% |
| Admin fee / account holder | $428 | $1,743-75.5% | $15,914-97.3% | $1,944-78.0% |