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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 | $101,653+124.5% | $147,080+55.1% | $74,459+206.5% |
| Participation rate | 89.4% | 75.6%+13.8pp | 82.2%+7.2pp | 67.2%+22.2pp |
| Annual return | 15.43% | 8754.98%-8739.5pp | 420.17%-404.7pp | 1369.70%-1354.3pp |
| Employer contribution / active EE | $8,109 | $3,813+112.7% | $4,933+64.4% | $2,626+208.8% |
| Participant deferral / active EE | $12,512 | $7,304+71.3% | $8,066+55.1% | $4,350+187.7% |
| Admin fee / account holder | $540 | $1,752-69.2% | $12,989-95.8% | $1,945-72.3% |