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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 | $43,496-5.0% | $161,489-74.4% | $64,340-35.8% |
| Participation rate | 91.7% | 53.5%+38.2pp | 78.7%+13.0pp | 55.2%+36.5pp |
| Annual return | 11.24% | 20.76%-9.5pp | 89.72%-78.5pp | 24.14%-12.9pp |
| Employer contribution / active EE | $743 | $1,431-48.0% | $4,268-82.6% | $1,862-60.1% |
| Participant deferral / active EE | $4,954 | $1,996+148.2% | $5,630-12.0% | $2,980+66.2% |
| Admin fee / account holder | $388 | $2,330-83.3% | $16,006-97.6% | $3,703-89.5% |