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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,521 |
HPM MANAGEMENT SERVICES1+ years Service code 28 · EIN 13-3393107 | Investment Management | $6,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,244 | $51,769+8.6% | $57,347-1.9% | $52,331+7.5% |
| Participation rate | 61.8% | 75.2%-13.4pp | 75.1%-13.3pp | 68.1%-6.3pp |
| Annual return | 0.70% | 2.43%-1.7pp | 24.40%-23.7pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,366 | $2,335-41.5% | $2,689-49.2% | $1,882-27.4% |
| Participant deferral / active EE | $2,442 | $2,794-12.6% | $3,162-22.8% | $3,022-19.2% |
| Admin fee / account holder | $356 | $295+20.7% | $3,356-89.4% | $592-39.9% |