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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $68,728 |
LPL FINANCIAL4 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $32,564 |
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 | $142,032 | $59,467+138.8% | $93,727+51.5% | $74,478+90.7% |
| Participation rate | 63.7% | 59.6%+4.1pp | 68.7%-5.0pp | 67.2%-3.5pp |
| Annual return | 10.22% | 82.14%-71.9pp | 133.83%-123.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $2,626 | $1,267+107.3% | $2,421+8.4% | $2,6260% |
| Participant deferral / active EE | $5,401 | $3,052+77.0% | $4,417+22.3% | $4,350+24.1% |
| Admin fee / account holder | $608 | $3,028-79.9% | $8,292-92.7% | $1,946-68.8% |