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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $22,207 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 15 · EIN 25-1650062 | Recordkeeping | $1,550 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,859 | $52,953-41.7% | $172,739-82.1% | $65,185-52.7% |
| Participation rate | 44.4% | 66.2%-21.7pp | 82.6%-38.2pp | 70.2%-25.8pp |
| Annual return | 18.90% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $462 | $2,190-78.9% | $5,143-91.0% | $2,177-78.8% |
| Participant deferral / active EE | $949 | $2,471-61.6% | $5,198-81.7% | $3,514-73.0% |
| Admin fee / account holder | $339 | $472-28.1% | $13,954-97.6% | $847-59.9% |