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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,590 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $22,490 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,263 | $88,754+85.1% | $81,820+100.8% | $145,877+12.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.03% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $6,984 | $3,085+126.3% | $2,915+139.6% | $4,663+49.8% |
| Participant deferral / active EE | $12,948 | $4,648+178.6% | $4,323+199.5% | $6,691+93.5% |
| Admin fee / account holder | $325 | $8,424-96.1% | $7,391-95.6% | $13,402-97.6% |