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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-0472300 | Contract Administrator | $61,048 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 8500 GREENWAY BLVD STE 201 · MIDDLETON, WA 535624713 | Consulting | $23,058 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,935 | $46,464+24.7% | $150,298-61.5% | $79,634-27.2% |
| Participation rate | 67.6% | 57.0%+10.6pp | 77.8%-10.2pp | 62.5%+5.1pp |
| Annual return | 19.60% | 27.89%-8.3pp | 62.79%-43.2pp | 36.46%-16.9pp |
| Employer contribution / active EE | $1,977 | $1,512+30.8% | $4,154-52.4% | $2,529-21.8% |
| Participant deferral / active EE | $4,301 | $2,157+99.4% | $5,453-21.1% | $3,835+12.2% |
| Admin fee / account holder | $379 | $891-57.5% | $14,116-97.3% | $1,002-62.2% |