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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 15 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $67,012 |
COMPASS3602 years Filed as: COMPASS360, LLC Service code 14 · EIN 81-1939215 118 PORTSMOUTH AVE ST D201 · STRATHAM, NH 03885 | Plan Administrator | $20,286 |
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 | $122,883 | $73,848+66.4% | $143,799-14.5% | $68,486+79.4% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -17.97% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,804 | $3,385+71.5% | $5,638+2.9% | $4,028+44.1% |
| Admin fee / account holder | $649 | $5,755-88.7% | $14,677-95.6% | $5,404-88.0% |