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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,378 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $9,477 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,297 | $93,182+13.0% | $146,647-28.2% | $79,389+32.6% |
| Participation rate | 56.8% | 76.4%-19.7pp | 80.1%-23.3pp | 70.7%-14.0pp |
| Annual return | 9.42% | 21.61%-12.2pp | 22.75%-13.3pp | 116.89%-107.5pp |
| Employer contribution / active EE | $1,339 | $2,420-44.6% | $4,137-67.6% | $2,428-44.8% |
| Participant deferral / active EE | $2,658 | $4,169-36.3% | $5,506-51.7% | $4,046-34.3% |
| Admin fee / account holder | $522 | $585-10.7% | $10,281-94.9% | $626-16.6% |