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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $266,151 |
TENJ WELFARE FUND10+ years Service code 49 · EIN 22-1461069 | Other Services | $116,374 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $16,275 |
COHEN, LEDER, MONTALBANO & GROSSMAN10+ years Service code 29 · EIN 41-2044610 | Legal | $12,702 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES LLC Service code 15 3000 S LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $11,917 |
DAVID ROMANO4 years Filed as: DAVID W. NEW P.C. Service code 29 · EIN 22-2553368 | Legal | $7,877 |
JENDA TECHNOLOGY LLC2 years Filed as: JENDA TECHNOLOGIES Service code 16 · EIN 45-5401009 | Consulting | $6,525 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,414 | $129,227-23.1% | $184,260-46.0% | $77,736+27.9% |
| Participation rate | 77.4% | 87.4%-9.9pp | 86.8%-9.4pp | 70.6%+6.8pp |
| Annual return | 15.59% | 33.24%-17.6pp | 28.84%-13.2pp | 31.26%-15.7pp |
| Employer contribution / active EE | $7,162 | $4,412+62.3% | $6,427+11.4% | $2,728+162.5% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $479 | $256+87.4% | $13,898-96.6% | $433+10.6% |