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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,111 | $56,485-34.3% | $185,823-80.0% | $86,799-57.2% |
| Participation rate | 80.9% | 65.5%+15.4pp | 81.7%-0.8pp | 72.3%+8.6pp |
| Annual return | 10.63% | 118.04%-107.4pp | 122.05%-111.4pp | 97.91%-87.3pp |
| Employer contribution / active EE | $516 | $1,843-72.0% | $5,167-90.0% | $2,405-78.6% |
| Participant deferral / active EE | $3,439 | $2,553+34.7% | $5,568-38.2% | $4,131-16.8% |
| Admin fee / account holder | $496 | $150+231.7% | $16,237-96.9% | $170+192.6% |