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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $87,552 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $29,322 |
Filed as: CETERA INVESTMENT ADVISERS Service code 27 · EIN 36-3258176 | Advisory (Plan) | $10,818 |
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 | $60,842 | $50,919+19.5% | $155,556-60.9% | $77,762-21.8% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 12.00% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.3pp |
| Employer contribution / active EE | $2,577 | $1,991+29.4% | $4,675-44.9% | $2,728-5.5% |
| Participant deferral / active EE | $5,110 | $2,824+80.9% | $5,631-9.3% | $4,651+9.9% |
| Admin fee / account holder | $341 | $437-22.0% | $15,885-97.9% | $433-21.3% |