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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,937 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 8500 GREENWAY BLVD STE 201 · MIDDLETON, WA 535624713 | Consulting | $20,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,815 | $55,470-17.4% | $155,556-70.5% | $74,478-38.5% |
| Participation rate | 71.8% | 61.9%+9.9pp | 78.2%-6.4pp | 67.2%+4.6pp |
| Annual return | 14.43% | 269.80%-255.4pp | 64.84%-50.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,900 | $2,267-16.2% | $4,675-59.4% | $2,626-27.6% |
| Participant deferral / active EE | $4,287 | $2,838+51.1% | $5,631-23.9% | $4,350-1.4% |
| Admin fee / account holder | $328 | $1,744-81.2% | $15,885-97.9% | $1,946-83.2% |