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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 | $55,437-59.1% | $155,534-85.4% | $74,459-69.6% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.6pp | 67.2%+23.5pp |
| Annual return | 9.42% | 269.58%-260.2pp | 64.92%-55.5pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $1,535 | $2,266-32.3% | $4,675-67.2% | $2,626-41.6% |
| Participant deferral / active EE | $3,277 | $2,837+15.5% | $5,630-41.8% | $4,350-24.7% |
| Admin fee / account holder | $27 | $1,742-98.4% | $15,900-99.8% | $1,945-98.6% |