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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $54,660 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 15 · EIN 31-0800053 | Recordkeeping | $3,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,296 | $60,165-9.8% | $74,184-26.8% | $55,167-1.6% |
| Participation rate | 73.2% | 74.2%-0.9pp | 76.6%-3.4pp | 69.0%+4.2pp |
| Annual return | 7.59% | 10.00%-2.4pp | 17.74%-10.1pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,055 | $1,600+28.5% | $2,370-13.3% | $1,963+4.7% |
| Participant deferral / active EE | $2,759 | $2,973-7.2% | $3,550-22.3% | $3,054-9.7% |
| Admin fee / account holder | $341 | $419-18.6% | $5,586-93.9% | $504-32.3% |