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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $67,046 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $900 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,606 | $63,433+139.0% | $63,803+137.6% | $64,097+136.5% |
| Participation rate | 51.0% | 65.0%-14.0pp | 72.7%-21.7pp | 55.2%-4.2pp |
| Annual return | 10.49% | 20.74%-10.2pp | 543.72%-533.2pp | 34.64%-24.2pp |
| Employer contribution / active EE | $1,545 | $2,332-33.7% | $2,532-39.0% | $1,891-18.3% |
| Participant deferral / active EE | $3,276 | $3,119+5.1% | $3,843-14.7% | $3,080+6.4% |
| Admin fee / account holder | $433 | $1,489-70.9% | $5,196-91.7% | $3,454-87.5% |