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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 | $101,539+124.7% | $147,041+55.2% | $74,400+206.7% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.43% | 8740.84%-8725.4pp | 419.21%-403.8pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $8,109 | $3,811+112.8% | $4,935+64.3% | $2,624+209.0% |
| Participant deferral / active EE | $12,512 | $7,304+71.3% | $8,071+55.0% | $4,348+187.8% |
| Admin fee / account holder | $540 | $1,749-69.2% | $13,006-95.9% | $1,944-72.2% |