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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 | $55,446+34.2% | $155,574-52.2% | $74,429-0.1% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 15.62% | 269.20%-253.6pp | 64.87%-49.2pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $1,463 | $2,266-35.4% | $4,676-68.7% | $2,625-44.2% |
| Participant deferral / active EE | $6,262 | $2,836+120.8% | $5,629+11.2% | $4,348+44.0% |
| Admin fee / account holder | $394 | $1,743-77.4% | $15,914-97.5% | $1,944-79.7% |