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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $26,432 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,981 |
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 | $47,657 | $60,504-21.2% | $81,882-41.8% | $74,478-36.0% |
| Participation rate | 89.8% | 62.9%+26.9pp | 72.4%+17.4pp | 67.2%+22.6pp |
| Annual return | 16.18% | 16.91%-0.7pp | 779.47%-763.3pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $1,572 | $2,627-40.1% | $2,916-46.1% | $2,626-40.1% |
| Participant deferral / active EE | $4,399 | $3,400+29.4% | $4,323+1.8% | $4,350+1.1% |
| Admin fee / account holder | $323 | $1,492-78.3% | $7,360-95.6% | $1,946-83.4% |