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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $12,650 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,392 |
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $950 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,670 | $55,472-59.1% | $155,567-85.4% | $74,546-69.6% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.6pp | 67.2%+23.6pp |
| Annual return | 9.42% | 268.72%-259.3pp | 64.74%-55.3pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $1,535 | $2,269-32.4% | $4,674-67.2% | $2,624-41.5% |
| Participant deferral / active EE | $3,277 | $2,838+15.5% | $5,628-41.8% | $4,347-24.6% |
| Admin fee / account holder | $27 | $1,743-98.4% | $15,916-99.8% | $1,944-98.6% |