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| Provider | Service type | Compensation |
|---|---|---|
DEAROLF & MERENESS LLP3 years Service code 27 · EIN 59-3042376 | Advisory (Plan) | $9,800 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,910 | $65,557-45.2% | $105,736-66.0% | $56,289-36.2% |
| Participation rate | 26.7% | 63.4%-36.7pp | 76.3%-49.6pp | 69.9%-43.1pp |
| Annual return | -5.28% | -1.32%-4.0pp | 6.27%-11.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $711 | $1,788-60.2% | $3,268-78.2% | $2,111-66.3% |
| Participant deferral / active EE | $599 | $2,418-75.2% | $4,080-85.3% | $3,350-82.1% |
| Admin fee / account holder | $555 | $561-1.2% | $6,913-92.0% | $521+6.4% |