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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,993 |
SYM FINANCIAL CORPORATION8+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $21,588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,139 | $65,125-61.4% | $143,797-82.5% | $66,949-62.5% |
| Participation rate | 70.0% | 65.2%+4.8pp | 80.3%-10.3pp | 69.8%+0.2pp |
| Annual return | -14.02% | -11.13%-2.9pp | -0.04%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $752 | $2,362-68.1% | $4,952-84.8% | $2,545-70.4% |
| Participant deferral / active EE | $2,432 | $2,920-16.7% | $5,638-56.9% | $4,239-42.6% |
| Admin fee / account holder | $321 | $503-36.2% | $14,679-97.8% | $594-46.0% |