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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,343-8.9% | $150,298-72.5% | $67,986-39.2% |
| Participation rate | 91.7% | 51.9%+39.9pp | 77.8%+14.0pp | 57.2%+34.5pp |
| Annual return | 11.24% | 33.28%-22.0pp | 62.79%-51.6pp | 31.67%-20.4pp |
| Employer contribution / active EE | $743 | $1,462-49.1% | $4,154-82.1% | $2,019-63.2% |
| Participant deferral / active EE | $4,954 | $2,055+141.1% | $5,453-9.1% | $3,358+47.5% |
| Admin fee / account holder | $388 | $2,250-82.7% | $14,116-97.2% | $3,203-87.9% |