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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,398 |
SYM FINANCIAL CORPORATION10+ years Filed as: SYM FINANCIAL ADVISORS Service code 16 · EIN 35-1550787 | Consulting | $27,180 |
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 | $31,382 | $55,446-43.4% | $155,574-79.8% | $74,429-57.8% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.4pp | 67.2%+6.6pp |
| Annual return | 15.04% | 269.20%-254.2pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $997 | $2,266-56.0% | $4,676-78.7% | $2,625-62.0% |
| Participant deferral / active EE | $3,039 | $2,836+7.2% | $5,629-46.0% | $4,348-30.1% |
| Admin fee / account holder | $381 | $1,743-78.1% | $15,914-97.6% | $1,944-80.4% |