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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $125,491 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING, INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $36,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,584 | $57,921+108.2% | $84,753+42.3% | $57,658+109.1% |
| Participation rate | 77.3% | 72.9%+4.4pp | 76.6%+0.8pp | 70.2%+7.1pp |
| Annual return | 4.62% | 10.24%-5.6pp | 22.78%-18.2pp | 5.13%-0.5pp |
| Employer contribution / active EE | $4,890 | $2,598+88.2% | $3,574+36.8% | $1,974+147.8% |
| Participant deferral / active EE | $7,344 | $2,742+167.8% | $3,712+97.9% | $3,061+140.0% |
| Admin fee / account holder | $492 | $130+279.2% | $5,333-90.8% | $95+420.2% |