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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,375 |
BARCLAY PLANNING GROUP3 years Service code 15 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $1,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,244 | $76,112-49.8% | $96,534-60.4% | $71,511-46.5% |
| Participation rate | 61.0% | 74.4%-13.4pp | 76.0%-15.0pp | 67.9%-6.9pp |
| Annual return | 28.39% | 22.81%+5.6pp | 25.88%+2.5pp | 28.86%-0.5pp |
| Employer contribution / active EE | $2,112 | $2,248-6.0% | $2,965-28.8% | $2,589-18.4% |
| Participant deferral / active EE | $3,768 | $4,217-10.6% | $4,851-22.3% | $4,291-12.2% |
| Admin fee / account holder | $277 | $2,708-89.8% | $8,253-96.6% | $1,588-82.6% |