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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $304,447 |
FINKEL WHITEFIELD SELIK1+ years Service code 29 · EIN 38-2529039 | Legal | $59,357 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $43,710 |
RETIREMENT SOLUTION GROUP1+ years Filed as: RETIREMENT SOLUTIONS GROUP, LLC Service code 17 · EIN 20-2668095 | Pension Consulting | $30,000 |
Service code 10 · EIN 38-2388845 | Accounting | $5,109 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,453 | $55,516-52.4% | $75,784-65.1% | $59,188-55.3% |
| Participation rate | 92.6% | 73.6%+19.0pp | 75.8%+16.8pp | 69.4%+23.2pp |
| Annual return | -4.44% | -1.89%-2.6pp | 9.68%-14.1pp | 5.51%-10.0pp |
| Employer contribution / active EE | $1,279 | $2,604-50.9% | $3,323-61.5% | $2,098-39.0% |
| Participant deferral / active EE | $1,275 | $2,599-51.0% | $3,652-65.1% | $3,265-61.0% |
| Admin fee / account holder | $475 | $110+331.7% | $5,300-91.0% | $92+415.0% |