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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 468012248 | Contract Administrator | $18,247 |
ATTEBERRY/SEARLE, INC.1 year Filed as: ATTEBERRY/SEARLE Service code 15 · EIN 68-0082549 3620 AMERICAN RIVER DRIVE, STE 210 · SACRAMENTO, CA 95864 | Recordkeeping | $7,150 |
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.)
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 | $16,541 | $54,239-69.5% | $70,098-76.4% | $68,495-75.9% |
| Participation rate | 42.4% | 64.5%-22.1pp | 70.5%-28.1pp | 67.9%-25.5pp |
| Annual return | -18.98% | -13.87%-5.1pp | 190.76%-209.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $332 | $2,019-83.6% | $2,560-87.0% | $2,596-87.2% |
| Participant deferral / active EE | $2,498 | $2,957-15.5% | $3,849-35.1% | $4,028-38.0% |
| Admin fee / account holder | $310 | $4,691-93.4% | $6,266-95.1% | $5,403-94.3% |