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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,566 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $22,335 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $19,042 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $550 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,879 | $52,507+78.8% | $129,406-27.5% | $74,478+26.0% |
| Participation rate | 51.3% | 53.9%-2.6pp | 69.6%-18.3pp | 67.2%-15.9pp |
| Annual return | 13.85% | 15.64%-1.8pp | 9468.18%-9454.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $918 | $1,534-40.2% | $4,155-77.9% | $2,626-65.0% |
| Participant deferral / active EE | $1,535 | $2,801-45.2% | $4,167-63.2% | $4,350-64.7% |
| Admin fee / account holder | $583 | $2,639-77.9% | $7,689-92.4% | $1,946-70.0% |