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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,274 | $61,058-53.7% | $71,209-60.3% | $85,563-67.0% |
| Participation rate | 18.3% | 58.6%-40.3pp | 73.8%-55.4pp | 66.0%-47.7pp |
| Annual return | 6.37% | 100.41%-94.0pp | 282.51%-276.1pp | 31.51%-25.1pp |
| Employer contribution / active EE | $287 | $2,199-86.9% | $2,721-89.5% | $2,654-89.2% |
| Participant deferral / active EE | $630 | $3,173-80.1% | $4,175-84.9% | $4,375-85.6% |
| Admin fee / account holder | $152 | $855-82.2% | $5,349-97.2% | $834-81.8% |