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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY4 years Service code 15 · EIN 42-0127385 | Recordkeeping | $16,098 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,274 | $44,206-36.0% | $94,057-69.9% | $64,728-56.3% |
| Participation rate | 18.3% | 51.0%-32.7pp | 73.3%-55.0pp | 57.9%-39.6pp |
| Annual return | 6.37% | 259.42%-253.0pp | 480.62%-474.2pp | 49.38%-43.0pp |
| Employer contribution / active EE | $287 | $1,635-82.5% | $2,933-90.2% | $2,243-87.2% |
| Participant deferral / active EE | $630 | $1,902-66.9% | $4,709-86.6% | $2,729-76.9% |
| Admin fee / account holder | $152 | $1,230-87.7% | $7,244-97.9% | $1,145-86.8% |