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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $106,394 |
MMA SECURITIES LLC6 years Filed as: MARSH MCLENNAN AGENCY Service code 27 · EIN 26-3237576 | Advisory (Plan) | $26,711 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $14,223 |
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.
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 | $44,428 | $50,820-12.6% | $155,567-71.4% | $77,671-42.8% |
| Participation rate | 70.9% | 63.1%+7.8pp | 78.2%-7.3pp | 70.6%+0.3pp |
| Annual return | 8.71% | 34.85%-26.1pp | 64.74%-56.0pp | 31.21%-22.5pp |
| Employer contribution / active EE | $588 | $1,993-70.5% | $4,674-87.4% | $2,726-78.4% |
| Participant deferral / active EE | $3,882 | $2,823+37.5% | $5,628-31.0% | $4,648-16.5% |
| Admin fee / account holder | $496 | $436+13.8% | $15,916-96.9% | $430+15.3% |