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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $40,631 |
AB FUNDS2 years Filed as: AB&D CO Service code 13 · EIN 54-1703353 | Contract Administrator | $4,392 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL SECURITIES C Service code 26 1300 S CLINTON ST · FORT WAYNE ID, ID 46802 | Advisory (Participants) | $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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $61,088 | $89,652-31.9% | $141,191-56.7% | $65,185-6.3% |
| Participation rate | 66.2% | 74.7%-8.5pp | 82.5%-16.3pp | 70.2%-4.0pp |
| Annual return | 30.72% | 32.79%-2.1pp | 71.41%-40.7pp | 29.38%+1.3pp |
| Employer contribution / active EE | $3,054 | $3,065-0.3% | $4,736-35.5% | $2,177+40.3% |
| Participant deferral / active EE | $6,682 | $5,691+17.4% | $6,710-0.4% | $3,514+90.2% |
| Admin fee / account holder | $344 | $569-39.5% | $10,264-96.7% | $847-59.4% |