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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIRMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $95,105 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIRMENT SERVICES Service code 15 · EIN 35-0472300 | Recordkeeping | $11,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,445 | $50,637+45.0% | $86,582-15.2% | $62,293+17.9% |
| Participation rate | 60.3% | 67.9%-7.6pp | 73.5%-13.3pp | 69.5%-9.2pp |
| Annual return | 17.47% | 20.80%-3.3pp | 965.08%-947.6pp | 28.90%-11.4pp |
| Employer contribution / active EE | $11 | $2,075-99.5% | $2,839-99.6% | $2,042-99.4% |
| Participant deferral / active EE | $2,277 | $2,611-12.8% | $3,609-36.9% | $3,169-28.2% |
| Admin fee / account holder | $595 | $413+43.9% | $4,904-87.9% | $479+24.1% |