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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $68,038 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $26,724 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,659 | $67,512-39.8% | $185,823-78.1% | $93,030-56.3% |
| Participation rate | 21.7% | 67.1%-45.5pp | 81.7%-60.0pp | 73.9%-52.2pp |
| Annual return | 10.29% | 21.04%-10.7pp | 122.05%-111.8pp | 158.70%-148.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,132 | $3,035-62.7% | $5,568-79.7% | $4,562-75.2% |
| Admin fee / account holder | $231 | $318-27.4% | $16,237-98.6% | $152+52.1% |