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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,604 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,714 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $72 |
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 | $44,417 | $65,092-31.8% | $143,799-69.1% | $66,938-33.6% |
| Participation rate | 70.2% | 65.2%+5.0pp | 80.3%-10.1pp | 69.8%+0.4pp |
| Annual return | -9.41% | -11.14%+1.7pp | -0.04%-9.4pp | 1.58%-11.0pp |
| Employer contribution / active EE | $1,277 | $2,362-45.9% | $4,952-74.2% | $2,545-49.8% |
| Participant deferral / active EE | $1,799 | $2,920-38.4% | $5,638-68.1% | $4,238-57.5% |
| Admin fee / account holder | $444 | $502-11.7% | $14,677-97.0% | $594-25.3% |