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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 212 E MARKET ST. · LEESBURG, VA 20176 | Advisory (Plan) | $44,979 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,528 |
ASCENSUS LLC3 years Filed as: DWC ERISA CONSULTANTS LLC Service code 15 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Recordkeeping | $2,380 |
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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,664 | $84,493-19.9% | $125,381-46.0% | $66,938+1.1% |
| Participation rate | 68.0% | 76.4%-8.4pp | 82.4%-14.4pp | 69.8%-1.8pp |
| Annual return | -14.40% | -8.49%-5.9pp | 572.31%-586.7pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,257 | $3,554-8.4% | $4,815-32.4% | $2,545+28.0% |
| Participant deferral / active EE | $8,894 | $6,783+31.1% | $7,448+19.4% | $4,238+109.9% |
| Admin fee / account holder | $511 | $685-25.5% | $10,007-94.9% | $594-14.0% |