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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,550 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $24,000 |
Filed as: LAUTERBACH, BORSCHOW Service code 10 · EIN 74-2014723 4130 RIO BRAVO ST. · EL PASO, TX 79902 | Accounting | $14,500 |
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.)
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 | $108,289 | $29,546+266.5% | $56,441+91.9% | $77,671+39.4% |
| Participation rate | 34.9% | 32.7%+2.2pp | 52.5%-17.6pp | 70.6%-35.7pp |
| Annual return | 13.84% | 19.01%-5.2pp | 1704.21%-1690.4pp | 31.21%-17.4pp |
| Employer contribution / active EE | $1,479 | $568+160.4% | $1,039+42.4% | $2,726-45.7% |
| Participant deferral / active EE | $1,681 | $1,061+58.4% | $1,953-13.9% | $4,648-63.8% |
| Admin fee / account holder | $338 | $1,046-67.7% | $2,829-88.0% | $430-21.4% |