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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES Service code 15 · EIN 35-0472300 P.O. BOX 2212 · FORT WAYNE, IN 46801 | Recordkeeping | $63,234 |
BENEFITS 21 LLC1 year Filed as: BENEFITS 21, LLC Service code 14 · EIN 38-3839452 2 BRIDGE AVENUE · RED BANK, NJ 07701 | Plan Administrator | $5,434 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,157 | $99,994+34.2% | $146,647-8.5% | $85,851+56.3% |
| Participation rate | 49.4% | 73.1%-23.6pp | 80.1%-30.6pp | 69.3%-19.9pp |
| Annual return | 18.48% | 18.93%-0.5pp | 22.75%-4.3pp | 318.63%-300.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,174 | $4,006+4.2% | $5,506-24.2% | $3,952+5.6% |
| Admin fee / account holder | $665 | $7,703-91.4% | $10,281-93.5% | $6,261-89.4% |