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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,615 |
JONES AND KOLB1 year Service code 27 · EIN 58-1763570 | Advisory (Plan) | $3,700 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,492 | $65,092-25.5% | $143,799-66.3% | $66,938-27.6% |
| Participation rate | 45.3% | 65.2%-19.9pp | 80.3%-35.0pp | 69.8%-24.5pp |
| Annual return | -7.43% | -11.14%+3.7pp | -0.04%-7.4pp | 1.58%-9.0pp |
| Employer contribution / active EE | $1,447 | $2,362-38.7% | $4,952-70.8% | $2,545-43.2% |
| Participant deferral / active EE | $2,208 | $2,920-24.4% | $5,638-60.8% | $4,238-47.9% |
| Admin fee / account holder | $422 | $502-16.0% | $14,677-97.1% | $594-28.9% |