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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $32,950 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL & CO., LLC Service code 10 · EIN 22-1430039 | Accounting | $6,000 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,257 | $36,916-15.3% | $156,551-80.0% | $57,658-45.8% |
| Participation rate | 24.6% | 63.4%-38.9pp | 84.0%-59.4pp | 70.2%-45.7pp |
| Annual return | 11.84% | 12.38%-0.5pp | 32.23%-20.4pp | 5.13%+6.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $800 | $1,926-58.5% | $4,871-83.6% | $3,061-73.9% |
| Admin fee / account holder | $487 | $82+490.2% | $13,028-96.3% | $95+415.0% |