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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,169 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,962 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,455 | $84,936-47.7% | $111,297-60.1% | $79,386-44.0% |
| Participation rate | 95.0% | 75.9%+19.2pp | 77.3%+17.7pp | 70.7%+24.3pp |
| Annual return | 9.43% | 17.45%-8.0pp | 54.65%-45.2pp | 116.85%-107.4pp |
| Employer contribution / active EE | $2,019 | $1,979+2.0% | $2,731-26.1% | $2,427-16.8% |
| Participant deferral / active EE | $3,945 | $3,888+1.5% | $4,487-12.1% | $4,046-2.5% |
| Admin fee / account holder | $304 | $537-43.4% | $7,964-96.2% | $626-51.5% |