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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $81,451 |
GIBSON CAPITAL, LLC10+ years Service code 26 · EIN 26-3581953 | Advisory (Participants) | $38,710 |
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 | $40,864 | $55,470-26.3% | $155,556-73.7% | $74,478-45.1% |
| Participation rate | 81.4% | 61.9%+19.5pp | 78.2%+3.2pp | 67.2%+14.2pp |
| Annual return | 17.11% | 269.80%-252.7pp | 64.84%-47.7pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $975 | $2,267-57.0% | $4,675-79.2% | $2,626-62.9% |
| Participant deferral / active EE | $3,761 | $2,838+32.5% | $5,631-33.2% | $4,350-13.6% |
| Admin fee / account holder | $344 | $1,744-80.3% | $15,885-97.8% | $1,946-82.3% |