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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $42,289 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $19,031 |
RETIREMENT SOLUTION GROUP6+ years Filed as: RETIREMENT SOLUTIONS GROUP Service code 15 · EIN 20-2668095 | Recordkeeping | $15,900 |
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 | $130,917 | $91,517+43.1% | $101,264+29.3% | $73,412+78.3% |
| Participation rate | 79.3% | 73.8%+5.5pp | 75.8%+3.5pp | 72.2%+7.1pp |
| Annual return | 13.68% | 17.17%-3.5pp | 46.48%-32.8pp | 59.30%-45.6pp |
| Employer contribution / active EE | $3,812 | $2,877+32.5% | $3,660+4.2% | $2,234+70.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $397 | $216+84.0% | $5,947-93.3% | $158+151.5% |