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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $96,932 |
ANNEX WEALTH MANAGEMENT5 years Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 27 · EIN 68-0524298 | Advisory (Plan) | $42,631 |
REILLY, PENNER & BENTON LLP4 years Service code 27 · EIN 39-0747409 | Advisory (Plan) | $9,725 |
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 | $118,496 | $88,360+34.1% | $145,433-18.5% | $67,986+74.3% |
| Participation rate | 98.1% | 65.5%+32.6pp | 82.1%+16.0pp | 57.2%+40.9pp |
| Annual return | 16.05% | 63.15%-47.1pp | 66.58%-50.5pp | 31.67%-15.6pp |
| Employer contribution / active EE | $3,204 | $3,054+4.9% | $4,554-29.7% | $2,019+58.7% |
| Participant deferral / active EE | $10,782 | $5,932+81.8% | $7,897+36.5% | $3,358+221.1% |
| Admin fee / account holder | $478 | $3,313-85.6% | $13,129-96.4% | $3,203-85.1% |