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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,234 |
SYM FINANCIAL CORPORATION9+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $21,883 |
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 | $29,109 | $61,356-52.6% | $149,696-80.6% | $71,511-59.3% |
| Participation rate | 71.8% | 62.5%+9.3pp | 78.8%-7.0pp | 67.9%+3.8pp |
| Annual return | 16.69% | 35.86%-19.2pp | 134.46%-117.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $398 | $2,382-83.3% | $4,821-91.7% | $2,589-84.6% |
| Participant deferral / active EE | $2,789 | $2,920-4.5% | $5,682-50.9% | $4,291-35.0% |
| Admin fee / account holder | $338 | $1,263-73.3% | $13,212-97.4% | $1,588-78.8% |