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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,177 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,074 |
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 | $93,975 | $56,339+66.8% | $104,299-9.9% | $68,490+37.2% |
| Participation rate | 70.2% | 63.3%+6.9pp | 73.3%-3.1pp | 67.9%+2.3pp |
| Annual return | -12.03% | -9.19%-2.8pp | 24.62%-36.7pp | -7.85%-4.2pp |
| Employer contribution / active EE | $2,566 | $1,960+30.9% | $3,373-23.9% | $2,597-1.2% |
| Participant deferral / active EE | $6,022 | $3,077+95.7% | $4,626+30.2% | $4,028+49.5% |
| Admin fee / account holder | $600 | $4,902-87.8% | $7,339-91.8% | $5,403-88.9% |