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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 12 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Investment management fees paid direc... | $41,456 |
Filed as: PENSION INVESTORS CORPORATION OF OR Service code 13 · EIN 59-2166422 220 E CENTRAL PKWY · ALTAMONTE SPRINGS, FL 32701 | Contract Administrator | $5,827 |
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 | $126,273 | $76,696+64.6% | $96,538+30.8% | $71,529+76.5% |
| Participation rate | 37.7% | 66.6%-28.8pp | 74.3%-36.6pp | 67.9%-30.2pp |
| Annual return | 12.20% | 48.32%-36.1pp | 35.74%-23.5pp | 28.97%-16.8pp |
| Employer contribution / active EE | $218 | $3,032-92.8% | $3,740-94.2% | $2,590-91.6% |
| Participant deferral / active EE | $2,491 | $3,770-33.9% | $4,880-49.0% | $4,291-42.0% |
| Admin fee / account holder | $774 | $2,030-61.9% | $6,737-88.5% | $1,588-51.3% |