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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 | $29,525+266.8% | $56,033+93.3% | $77,736+39.3% |
| Participation rate | 34.9% | 32.7%+2.2pp | 52.5%-17.6pp | 70.6%-35.7pp |
| Annual return | 13.84% | 18.90%-5.1pp | 1711.38%-1697.5pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,479 | $569+159.9% | $1,041+42.1% | $2,728-45.8% |
| Participant deferral / active EE | $1,681 | $1,062+58.3% | $1,954-14.0% | $4,651-63.9% |
| Admin fee / account holder | $338 | $1,040-67.5% | $2,827-88.0% | $433-21.9% |