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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $71,354 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 14 · EIN 34-1300581 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Plan Administrator | $29,586 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,325 | $46,688-11.5% | $189,758-78.2% | $69,733-40.7% |
| Participation rate | 91.7% | 61.7%+30.0pp | 79.8%+11.9pp | 62.5%+29.3pp |
| Annual return | 11.24% | 14.35%-3.1pp | 52.62%-41.4pp | 15.22%-4.0pp |
| Employer contribution / active EE | $743 | $1,695-56.1% | $4,767-84.4% | $2,250-67.0% |
| Participant deferral / active EE | $4,954 | $2,143+131.2% | $5,856-15.4% | $3,054+62.2% |
| Admin fee / account holder | $388 | $1,700-77.2% | $20,388-98.1% | $3,102-87.5% |