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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,907 |
HPM MANAGEMENT SERVICES2+ years Service code 28 · EIN 13-3393107 | Investment Management | $27,137 |
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 | $62,536 | $52,467+19.2% | $57,196+9.3% | $55,167+13.4% |
| Participation rate | 56.6% | 75.8%-19.2pp | 75.3%-18.7pp | 69.0%-12.4pp |
| Annual return | 7.92% | 7.72%+0.2pp | 14.59%-6.7pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,265 | $2,477-48.9% | $2,683-52.8% | $1,963-35.5% |
| Participant deferral / active EE | $2,510 | $2,830-11.3% | $3,096-18.9% | $3,054-17.8% |
| Admin fee / account holder | $839 | $269+212.0% | $3,141-73.3% | $504+66.6% |