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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $78,483 |
MMA SECURITIES LLC1+ years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 10 · EIN 26-3237576 | Accounting | $17,765 |
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.)
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,757 | $37,117-38.7% | $147,617-84.6% | $55,191-58.8% |
| Participation rate | 55.4% | 63.6%-8.2pp | 84.6%-29.2pp | 69.2%-13.8pp |
| Annual return | -1.45% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $268 | $1,620-83.5% | $5,564-95.2% | $1,899-85.9% |
| Participant deferral / active EE | $1,881 | $1,985-5.3% | $4,895-61.6% | $3,046-38.3% |
| Admin fee / account holder | $327 | $86+282.6% | $11,612-97.2% | $91+260.6% |