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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $66,062 |
ASCENSUS LLC2 years Filed as: MAP RETIREMENT USA LLC Service code 13 · EIN 86-3678481 W6180 AEROTECH DRIVE · APPLETON, WI 54914 | Contract Administrator | $5,406 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,889 | $80,731+34.9% | $103,374+5.3% | $74,546+46.1% |
| Participation rate | 86.8% | 65.7%+21.1pp | 74.5%+12.3pp | 67.2%+19.6pp |
| Annual return | 21.89% | 27.56%-5.7pp | 24.89%-3.0pp | 1366.03%-1344.1pp |
| Employer contribution / active EE | $2,000 | $3,158-36.7% | $3,869-48.3% | $2,624-23.8% |
| Participant deferral / active EE | $4,244 | $3,860+9.9% | $5,058-16.1% | $4,347-2.4% |
| Admin fee / account holder | $420 | $2,369-82.3% | $8,394-95.0% | $1,944-78.4% |