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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 14 · EIN 35-1140070 P. O. BOX 7877 · FORT WAYNE, IN 46802 | Plan Administrator | $57,665 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 14 · EIN 34-1300581 1300 THAMES STREET WARF · BALTIMORE, MD 21231 | Plan Administrator | $21,777 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,769 | $61,338-46.6% | $149,717-78.1% | $71,495-54.2% |
| Participation rate | 90.3% | 62.5%+27.8pp | 78.8%+11.5pp | 67.9%+22.3pp |
| Annual return | 11.74% | 35.86%-24.1pp | 134.41%-122.7pp | 28.85%-17.1pp |
| Employer contribution / active EE | $701 | $2,381-70.6% | $4,820-85.5% | $2,589-72.9% |
| Participant deferral / active EE | $4,579 | $2,919+56.8% | $5,682-19.4% | $4,291+6.7% |
| Admin fee / account holder | $327 | $1,263-74.1% | $13,213-97.5% | $1,588-79.4% |