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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $70,164 |
Filed as: COMMONWEALTH FINANCIAL GROUP Service code 28 · EIN 04-2675571 | Investment Management | $35,735 |
T R PAUL INC.5+ years Service code 13 · EIN 06-0906361 555 HERITAGE RD · SOUTHBURY, CT 06488 | Contract Administrator | $16,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,242 | $59,467+45.0% | $93,727-8.0% | $74,478+15.8% |
| Participation rate | 76.4% | 59.6%+16.8pp | 68.7%+7.7pp | 67.2%+9.2pp |
| Annual return | 11.80% | 82.14%-70.3pp | 133.83%-122.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,257 | $3,052+170.6% | $4,417+86.9% | $4,350+89.8% |
| Admin fee / account holder | $409 | $3,028-86.5% | $8,292-95.1% | $1,946-79.0% |