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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,711 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $20,375 |
Filed as: GELMAN, ROSENBERG, & FREEDMAN Service code 10 · EIN 52-1392008 4550 MONTGOMERY AVE STE 800N · BETHESDA, MA 208143343 | Accounting | $13,391 |
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.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,193 | $60,128+166.4% | $90,440+77.1% | $79,852+100.6% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 12.46% | 71.95%-59.5pp | 1294.38%-1281.9pp | 31.72%-19.3pp |
| Employer contribution / active EE | $11,566 | $2,068+459.2% | $3,263+254.5% | $2,471+368.1% |
| Participant deferral / active EE | $8,449 | $2,939+187.5% | $3,964+113.2% | $3,740+125.9% |
| Admin fee / account holder | $415 | $3,977-89.6% | $5,615-92.6% | $5,306-92.2% |