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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,187 |
THE CENTURION GROUP, LLC1+ years Filed as: THE CENTURION GROUP Service code 26 · EIN 20-8394397 | Advisory (Participants) | $29,300 |
TIAA1+ years Service code 22 · EIN 13-1624203 | Insurance Broker | $497 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,425 | $52,467+28.5% | $57,196+17.9% | $55,167+22.2% |
| Participation rate | 71.5% | 75.8%-4.3pp | 75.3%-3.8pp | 69.0%+2.5pp |
| Annual return | 0.38% | 7.72%-7.3pp | 14.59%-14.2pp | 169.23%-168.8pp |
| Employer contribution / active EE | $1,804 | $2,477-27.2% | $2,683-32.8% | $1,963-8.1% |
| Participant deferral / active EE | $3,154 | $2,830+11.4% | $3,096+1.9% | $3,054+3.3% |
| Admin fee / account holder | $308 | $269+14.5% | $3,141-90.2% | $504-38.8% |