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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,084 |
THE CENTURION GROUP, LLC2+ years Filed as: THE CENTURION GROUP Service code 26 · EIN 20-8394397 | Advisory (Participants) | $29,300 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,502 | $57,976+21.6% | $63,018+11.9% | $62,293+13.2% |
| Participation rate | 66.5% | 75.9%-9.4pp | 74.8%-8.3pp | 69.5%-3.0pp |
| Annual return | 9.93% | 17.54%-7.6pp | 87.62%-77.7pp | 28.90%-19.0pp |
| Employer contribution / active EE | $1,739 | $2,415-28.0% | $2,761-37.0% | $2,042-14.8% |
| Participant deferral / active EE | $3,847 | $2,956+30.2% | $3,330+15.5% | $3,169+21.4% |
| Admin fee / account holder | $324 | $276+17.5% | $3,601-91.0% | $479-32.4% |