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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,810 |
THE RYDING COMPANY3 years Service code 15 · EIN 95-3497679 2659 TOWNSGATE RD., SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Recordkeeping | $3,579 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,266 | $83,045+8.7% | $130,026-30.6% | $71,495+26.3% |
| Participation rate | 73.5% | 74.1%-0.6pp | 78.5%-5.0pp | 67.9%+5.6pp |
| Annual return | 17.28% | 20.61%-3.3pp | -137.26%+154.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,982 | $2,623+13.7% | $4,321-31.0% | $2,589+15.1% |
| Participant deferral / active EE | $6,088 | $4,436+37.3% | $5,821+4.6% | $4,291+41.9% |
| Admin fee / account holder | $323 | $1,727-81.3% | $10,608-97.0% | $1,588-79.7% |