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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Contract Administrator | $101,021 |
GORRELICK, TIEVY & ABACUS4 years Service code 14 · EIN 45-4369278 15245 SHADY GROVE ROAD · ROCKVILLE, MD 20850 | Plan Administrator | $14,116 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA Service code 14 · EIN 86-3678481 W6180 AEROTECH DR · APPLETON, WI 54914 | Plan Administrator | $4,881 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,263 | $102,661+161.3% | $151,645+76.9% | $66,949+300.7% |
| Participation rate | 86.7% | 85.5%+1.2pp | 87.5%-0.7pp | 69.8%+16.9pp |
| Annual return | -19.75% | -10.81%-8.9pp | 3.34%-23.1pp | 1.57%-21.3pp |
| Employer contribution / active EE | $2,799 | $4,184-33.1% | $6,165-54.6% | $2,545+10.0% |
| Participant deferral / active EE | $10,780 | $6,645+62.2% | $8,363+28.9% | $4,239+154.3% |
| Admin fee / account holder | $598 | $630-5.2% | $11,614-94.9% | $594+0.7% |