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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 | $59,402+139.1% | $93,654+51.7% | $74,546+90.5% |
| Participation rate | 63.7% | 59.7%+4.0pp | 68.7%-5.0pp | 67.2%-3.5pp |
| Annual return | 10.22% | 81.86%-71.6pp | 133.34%-123.1pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $2,626 | $1,265+107.6% | $2,421+8.5% | $2,624+0.1% |
| Participant deferral / active EE | $5,401 | $3,049+77.1% | $4,413+22.4% | $4,347+24.2% |
| Admin fee / account holder | $608 | $3,023-79.9% | $8,282-92.7% | $1,944-68.7% |