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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 10 · EIN 35-1140070 | Accounting | $77,875 |
MMA SECURITIES LLC6 years Filed as: MMA SECURITIES Service code 16 · EIN 22-3570392 | Consulting | $22,500 |
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 | $228,195 | $101,499+124.8% | $147,005+55.2% | $74,546+206.1% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.43% | 8732.34%-8716.9pp | 418.76%-403.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $8,109 | $3,811+112.8% | $4,934+64.3% | $2,624+209.0% |
| Participant deferral / active EE | $12,512 | $7,304+71.3% | $8,070+55.1% | $4,347+187.8% |
| Admin fee / account holder | $540 | $1,748-69.1% | $13,006-95.9% | $1,944-72.2% |