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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $43,732 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $18,947 |
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 | $66,612 | $81,276-18.0% | $155,574-57.2% | $80,925-17.7% |
| Participation rate | 75.5% | 66.2%+9.3pp | 78.2%-2.7pp | 67.7%+7.9pp |
| Annual return | 11.22% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,279 | $3,103-26.6% | $4,676-51.3% | $2,756-17.3% |
| Participant deferral / active EE | $2,778 | $3,453-19.5% | $5,629-50.6% | $4,299-35.4% |
| Admin fee / account holder | $523 | $7,993-93.5% | $15,914-96.7% | $6,940-92.5% |