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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 02-0653829 3010 E. BATTLEFIELD · SPRINGFIELD, MO 65804 | Advisory (Participants) | $82,018 |
LINCOLN NATIONAL CORPORATION2 years Service code 15 · EIN 35-1140070 1301 S. HARRISON STREET · FORT WAYNE, IN 46801 | Recordkeeping | $16,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,577 | $58,923+388.1% | $97,167+196.0% | $74,546+285.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.7%+27.3pp | 67.2%+32.8pp |
| Annual return | 12.38% | 16.04%-3.7pp | 75.27%-62.9pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $24,255 | $1,894+1180.8% | $2,729+788.8% | $2,624+824.2% |
| Participant deferral / active EE | $4,392 | $3,664+19.9% | $4,264+3.0% | $4,347+1.0% |
| Admin fee / account holder | $576 | $1,974-70.8% | $5,650-89.8% | $1,944-70.4% |