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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 | $50,820+19.7% | $155,567-60.9% | $77,671-21.7% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.3pp |
| Annual return | 12.00% | 34.85%-22.8pp | 64.74%-52.7pp | 31.21%-19.2pp |
| Employer contribution / active EE | $2,577 | $1,993+29.3% | $4,674-44.9% | $2,726-5.5% |
| Participant deferral / active EE | $5,110 | $2,823+81.0% | $5,628-9.2% | $4,648+9.9% |
| Admin fee / account holder | $341 | $436-21.9% | $15,916-97.9% | $430-20.9% |