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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $75,755 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 28 · EIN 04-2675571 | Investment Management | $41,316 |
T R PAUL INC.1 year Filed as: T R PAUL, INC. Service code 13 · EIN 06-0906361 555 HERITAGE RD · SOUTHBURY, CT 06488 | Contract Administrator | $12,338 |
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 | $94,106 | $66,098+42.4% | $101,794-7.6% | $74,304+26.7% |
| Participation rate | 75.9% | 53.8%+22.1pp | 69.2%+6.7pp | 60.3%+15.5pp |
| Annual return | 14.88% | 19.59%-4.7pp | 30.53%-15.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,458 | $2,781+168.2% | $4,084+82.6% | $3,767+98.0% |
| Admin fee / account holder | $405 | $4,146-90.2% | $8,777-95.4% | $2,969-86.4% |