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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $78,089 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $53,142 |
ARKADIOS CAPITAL1 year Filed as: ARKADIOS WEALTH Service code 26 · EIN 82-1659517 | Advisory (Participants) | $20,121 |
Service code 14 · EIN 23-2250214 | Plan Administrator | $8,400 |
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 | $83,674 | $185,342-54.9% | $111,306-24.8% | $86,821-3.6% |
| Participation rate | 97.7% | 81.0%+16.8pp | 77.3%+20.4pp | 72.3%+25.4pp |
| Annual return | 20.74% | 500.80%-480.1pp | 54.67%-33.9pp | 97.94%-77.2pp |
| Employer contribution / active EE | $2,207 | $2,246-1.7% | $2,732-19.2% | $2,406-8.3% |
| Participant deferral / active EE | $7,380 | $4,458+65.5% | $4,488+64.4% | $4,132+78.6% |
| Admin fee / account holder | $381 | $255+49.2% | $7,966-95.2% | $170+124.8% |