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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 28 · EIN 23-1702591 601 OFFICE CENTER DRIVE · FORT WASHINGTON, PA 19034 | Investment Management | $19,654 |
MELTON & MELTON LLP2+ years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 6002 ROGERDALE, SUITE 200 · HOUSTON, TX 77072 | Accounting | $10,000 |
Filed as: CHAMBERLAIN,HRDLICKA,WHITE,WILLIAMS Service code 29 · EIN 74-1541761 1200 SMITH STREET · HOUSTON, TX 770024496 | Legal | $3,333 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,386 | $52,884+33.1% | $84,753-17.0% | $55,167+27.6% |
| Participation rate | 91.0% | 67.5%+23.5pp | 76.6%+14.4pp | 69.0%+22.0pp |
| Annual return | -6.44% | 18.03%-24.5pp | 22.78%-29.2pp | 169.23%-175.7pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $150 | $581-74.2% | $5,333-97.2% | $504-70.2% |