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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $55,987 |
T R PAUL INC.3+ years Service code 13 · EIN 06-0906361 555 HERITAGE ROAD · SOUTHBURY, CA 06488 | Contract Administrator | $15,246 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,891 | $49,451+31.2% | $79,550-18.4% | $66,914-3.0% |
| Participation rate | 89.5% | 61.3%+28.1pp | 69.5%+20.0pp | 69.8%+19.7pp |
| Annual return | -14.21% | 84.25%-98.5pp | 0.16%-14.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,296 | $3,159+131.0% | $3,985+83.1% | $4,237+72.2% |
| Admin fee / account holder | $374 | $595-37.1% | $6,832-94.5% | $593-36.9% |