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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $116,947 |
RSM US LLP3 years Service code 27 · EIN 42-0714325 | Advisory (Plan) | $25,383 |
MMA SECURITIES LLC3 years Filed as: MARSH MCLENNAN AGENCY Service code 27 · EIN 26-3237576 | Advisory (Plan) | $23,877 |
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 | $37,111 | $56,540-34.4% | $185,849-80.0% | $86,821-57.3% |
| Participation rate | 80.9% | 65.5%+15.4pp | 81.7%-0.8pp | 72.3%+8.6pp |
| Annual return | 10.63% | 118.20%-107.6pp | 122.10%-111.5pp | 97.94%-87.3pp |
| Employer contribution / active EE | $516 | $1,844-72.0% | $5,169-90.0% | $2,406-78.6% |
| Participant deferral / active EE | $3,439 | $2,555+34.6% | $5,569-38.2% | $4,132-16.8% |
| Admin fee / account holder | $496 | $150+231.5% | $16,244-96.9% | $170+192.6% |