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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,056 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,153 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 · EIN 13-1614399 | Contract Administrator | $74 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,199 | $61,338-18.2% | $149,717-66.5% | $71,495-29.8% |
| Participation rate | 63.4% | 62.5%+0.8pp | 78.8%-15.4pp | 67.9%-4.6pp |
| Annual return | 11.43% | 35.86%-24.4pp | 134.41%-123.0pp | 28.85%-17.4pp |
| Employer contribution / active EE | $1,368 | $2,381-42.6% | $4,820-71.6% | $2,589-47.2% |
| Participant deferral / active EE | $1,928 | $2,919-34.0% | $5,682-66.1% | $4,291-55.1% |
| Admin fee / account holder | $405 | $1,263-67.9% | $13,213-96.9% | $1,588-74.5% |