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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $650 |
AMERICAN FUNDS1+ years Service code 18 PO BOX 6164 · INDIANAPOLIS, IN 462066164 | Custodial (other than securities) | $0 |
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.)
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 | $42,291 | $46,360-8.8% | $147,617-71.4% | $52,331-19.2% |
| Participation rate | 15.1% | 64.9%-49.8pp | 84.6%-69.5pp | 68.1%-53.0pp |
| Annual return | -0.60% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $653 | $2,258-71.1% | $4,895-86.7% | $3,022-78.4% |
| Admin fee / account holder | $310 | $766-59.6% | $11,612-97.3% | $592-47.7% |