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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,938 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $21,406 |
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 | $132,002 | $54,357+142.8% | $82,706+59.6% | $68,495+92.7% |
| Participation rate | 88.5% | 63.9%+24.5pp | 72.6%+15.9pp | 67.9%+20.6pp |
| Annual return | -13.40% | -13.67%+0.3pp | 701.76%-715.2pp | -7.84%-5.6pp |
| Employer contribution / active EE | $5,701 | $2,218+157.0% | $3,007+89.6% | $2,596+119.6% |
| Participant deferral / active EE | $10,947 | $3,246+237.2% | $4,394+149.2% | $4,028+171.8% |
| Admin fee / account holder | $319 | $4,396-92.7% | $5,329-94.0% | $5,403-94.1% |