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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $63,861 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $35,178 |
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 | $57,514 | $52,293+10.0% | $178,499-67.8% | $73,412-21.7% |
| Participation rate | 81.6% | 65.3%+16.2pp | 81.9%-0.4pp | 72.2%+9.4pp |
| Annual return | 14.45% | 34.75%-20.3pp | 151.10%-136.6pp | 59.30%-44.8pp |
| Employer contribution / active EE | $1,154 | $1,735-33.5% | $5,011-77.0% | $2,234-48.3% |
| Participant deferral / active EE | $3,069 | $2,332+31.6% | $5,202-41.0% | $3,806-19.3% |
| Admin fee / account holder | $365 | $127+187.0% | $13,986-97.4% | $158+131.5% |