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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 64 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $41,567 |
Service code 37 · EIN 27-3853858 P.O. BOX 1215 · BROOKHAVEN, PA 19015 | Loan Processing | $3,875 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,516 | $29,319+79.1% | $52,425+0.2% | $82,448-36.3% |
| Participation rate | 88.7% | 46.9%+41.9pp | 55.6%+33.1pp | 68.1%+20.7pp |
| Annual return | 7.79% | 535.20%-527.4pp | 302.12%-294.3pp | 41.64%-33.9pp |
| Employer contribution / active EE | $2,371 | $586+304.3% | $914+159.3% | $2,551-7.1% |
| Participant deferral / active EE | $2,409 | $1,171+105.7% | $1,790+34.5% | $4,139-41.8% |
| Admin fee / account holder | $395 | $1,962-79.9% | $2,495-84.2% | $7,234-94.5% |