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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,258 |
S B H U LIFE AGENCY INC1 year Service code 49 · EIN 13-2896238 | Other Services | $28,206 |
Filed as: MORGAN STANLEY INS SERVICES INC Service code 49 · EIN 51-0116113 | Other Services | $4,978 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,129 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,097 | $36,916+57.4% | $156,551-62.9% | $57,658+0.8% |
| Participation rate | 37.6% | 63.4%-25.8pp | 84.0%-46.4pp | 70.2%-32.6pp |
| Annual return | 6.23% | 12.38%-6.1pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $214 | $1,571-86.4% | $5,501-96.1% | $1,974-89.2% |
| Participant deferral / active EE | $1,510 | $1,926-21.6% | $4,871-69.0% | $3,061-50.7% |
| Admin fee / account holder | $324 | $82+293.4% | $13,028-97.5% | $95+243.3% |