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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $35,735 |
BKD, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $13,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,360 | $63,924-13.4% | $108,582-49.0% | $55,167+0.3% |
| Participation rate | 61.1% | 74.3%-13.3pp | 79.6%-18.5pp | 69.0%-7.9pp |
| Annual return | 5.25% | 15.31%-10.1pp | -51.70%+56.9pp | 169.23%-164.0pp |
| Employer contribution / active EE | $660 | $1,879-64.9% | $3,758-82.4% | $1,963-66.4% |
| Participant deferral / active EE | $2,000 | $3,067-34.8% | $4,311-53.6% | $3,054-34.5% |
| Admin fee / account holder | $592 | $618-4.1% | $7,645-92.3% | $504+17.5% |