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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 50 · EIN 35-0472300 | Direct Payment | $105,372 |
DUNBAR, BENDER & ZAPF, INC.8 years Service code 15 · EIN 25-1650062 | Recordkeeping | $1,600 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,291 | $80,763+32.8% | $102,412+4.8% | $74,459+44.1% |
| Participation rate | 56.8% | 65.7%-8.9pp | 74.5%-17.7pp | 67.2%-10.4pp |
| Annual return | 15.24% | 27.57%-12.3pp | 24.94%-9.7pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,272 | $3,160-28.1% | $3,870-41.3% | $2,626-13.5% |
| Participant deferral / active EE | $4,779 | $3,862+23.8% | $5,060-5.5% | $4,350+9.9% |
| Admin fee / account holder | $629 | $2,371-73.5% | $8,388-92.5% | $1,945-67.6% |