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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,925 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $8,810 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,595 | $47,977-27.9% | $154,111-77.6% | $56,287-38.5% |
| Participation rate | 79.7% | 66.2%+13.5pp | 83.0%-3.4pp | 69.9%+9.8pp |
| Annual return | -3.09% | 3.54%-6.6pp | 735.18%-738.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,385 | $2,169-36.1% | $5,298-73.9% | $2,111-34.4% |
| Participant deferral / active EE | $977 | $2,392-59.1% | $5,081-80.8% | $3,350-70.8% |
| Admin fee / account holder | $301 | $438-31.2% | $13,411-97.8% | $521-42.2% |