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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,907 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,990 |
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 | $74,390 | $55,472+34.1% | $155,567-52.2% | $74,546-0.2% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 15.62% | 268.72%-253.1pp | 64.74%-49.1pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,463 | $2,269-35.5% | $4,674-68.7% | $2,624-44.2% |
| Participant deferral / active EE | $6,262 | $2,838+120.6% | $5,628+11.3% | $4,347+44.0% |
| Admin fee / account holder | $394 | $1,743-77.4% | $15,916-97.5% | $1,944-79.7% |