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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $143,275 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $43,098 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 84-4519624 | Advisory (Plan) | $30,000 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,456 | $72,303-45.4% | $86,698-54.5% | $64,819-39.1% |
| Participation rate | 70.8% | 80.4%-9.7pp | 76.6%-5.8pp | 71.5%-0.7pp |
| Annual return | -14.40% | 392.77%-407.2pp | 35.95%-50.3pp | 32.84%-47.2pp |
| Employer contribution / active EE | $2,156 | $2,393-9.9% | $2,837-24.0% | $2,507-14.0% |
| Participant deferral / active EE | $4,520 | $4,660-3.0% | $4,656-2.9% | $4,311+4.8% |
| Admin fee / account holder | $321 | $174+84.5% | $7,493-95.7% | $188+70.9% |