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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,901 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $18,497 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $15,712 |
LINCOLN NATIONAL CORPORATION9+ 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 | $79,304 | $48,432+63.7% | $121,169-34.6% | $71,495+10.9% |
| Participation rate | 45.9% | 54.3%-8.5pp | 69.5%-23.7pp | 67.9%-22.1pp |
| Annual return | 16.11% | 23.28%-7.2pp | 986.71%-970.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $766 | $1,493-48.7% | $4,168-81.6% | $2,589-70.4% |
| Participant deferral / active EE | $1,269 | $2,756-53.9% | $4,083-68.9% | $4,291-70.4% |
| Admin fee / account holder | $480 | $1,845-74.0% | $5,645-91.5% | $1,588-69.7% |