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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 12 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Investment management fees paid direc... | $45,245 |
Filed as: PENSION INVESTORS CORPORATION OF OR Service code 13 · EIN 59-2166422 220 E CENTRAL PKWY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $6,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,011 | $80,781+65.9% | $102,437+30.8% | $74,478+79.9% |
| Participation rate | 35.6% | 65.7%-30.1pp | 74.5%-38.9pp | 67.2%-31.6pp |
| Annual return | 9.88% | 27.58%-17.7pp | 24.95%-15.1pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $232 | $3,160-92.7% | $3,871-94.0% | $2,626-91.2% |
| Participant deferral / active EE | $2,629 | $3,862-31.9% | $5,060-48.0% | $4,350-39.6% |
| Admin fee / account holder | $867 | $2,372-63.4% | $8,388-89.7% | $1,946-55.4% |