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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 | $37,156+41.3% | $83,854-37.4% | $86,983-39.6% |
| Participation rate | 88.7% | 49.1%+39.7pp | 59.1%+29.6pp | 69.5%+19.2pp |
| Annual return | 7.79% | 29.88%-22.1pp | 31.39%-23.6pp | 25.83%-18.0pp |
| Employer contribution / active EE | $2,371 | $661+258.8% | $1,017+133.1% | $2,584-8.3% |
| Participant deferral / active EE | $2,409 | $1,418+69.9% | $2,035+18.4% | $4,194-42.6% |
| Admin fee / account holder | $395 | $2,510-84.3% | $3,197-87.6% | $7,856-95.0% |