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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 28 · EIN 35-0472300 | Investment Management | $54,797 |
Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 17775 W BLUEMOUND ROAD · BROOKFIELD, WA 53045 | Investment Management | $16,399 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $9,700 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,806 | $62,686-30.1% | $178,505-75.5% | $77,762-43.7% |
| Participation rate | 39.8% | 66.9%-27.1pp | 77.1%-37.3pp | 70.6%-30.8pp |
| Annual return | 10.56% | 16.16%-5.6pp | 27.16%-16.6pp | 31.27%-20.7pp |
| Employer contribution / active EE | $858 | $1,914-55.2% | $3,955-78.3% | $2,728-68.5% |
| Participant deferral / active EE | $1,655 | $4,224-60.8% | $6,280-73.6% | $4,651-64.4% |
| Admin fee / account holder | $448 | $386+16.1% | $10,428-95.7% | $433+3.5% |