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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 | $55,446-17.4% | $155,574-70.6% | $74,429-38.4% |
| Participation rate | 71.8% | 61.9%+9.9pp | 78.2%-6.4pp | 67.2%+4.6pp |
| Annual return | 14.43% | 269.20%-254.8pp | 64.87%-50.4pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,900 | $2,266-16.1% | $4,676-59.4% | $2,625-27.6% |
| Participant deferral / active EE | $4,287 | $2,836+51.2% | $5,629-23.8% | $4,348-1.4% |
| Admin fee / account holder | $328 | $1,743-81.2% | $15,914-97.9% | $1,944-83.1% |