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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 | $41,016+0.8% | $152,093-72.8% | $64,097-35.5% |
| Participation rate | 91.7% | 51.3%+40.4pp | 77.8%+14.0pp | 55.2%+36.5pp |
| Annual return | 11.24% | 39.60%-28.4pp | 66.36%-55.1pp | 34.64%-23.4pp |
| Employer contribution / active EE | $743 | $1,342-44.6% | $4,175-82.2% | $1,891-60.7% |
| Participant deferral / active EE | $4,954 | $1,927+157.0% | $5,451-9.1% | $3,080+60.9% |
| Admin fee / account holder | $388 | $2,305-83.2% | $14,497-97.3% | $3,454-88.8% |