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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $156,305 |
DANZIGER & MARKHOFF LLP8+ years Service code 15 · EIN 13-3010201 | Recordkeeping | $35,623 |
Filed as: LEAFHOUSE, FINANCIAL ADVISORS, LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $27,133 |
PM WEALTH MANAGEMENT3 years Service code 26 · EIN 83-2147735 | Advisory (Participants) | $27,133 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,151 | $82,202-34.1% | $125,339-56.8% | $64,808-16.4% |
| Participation rate | 84.0% | 77.9%+6.1pp | 82.4%+1.6pp | 71.5%+12.5pp |
| Annual return | -15.65% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $3,580 | $3,615-1.0% | $4,814-25.6% | $2,506+42.9% |
| Participant deferral / active EE | $6,745 | $7,175-6.0% | $7,446-9.4% | $4,310+56.5% |
| Admin fee / account holder | $418 | $163+155.8% | $10,010-95.8% | $188+122.4% |