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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,694 |
NFP RETIREMENT INC3+ years Filed as: NFP 401K ADVISORS Service code 26 · EIN 33-0905143 | Advisory (Participants) | $30,000 |
LAUTERBACH BORSCHOW & COMPANY PC3+ years Filed as: LAUTERBACH BORSCHOW & CO. Service code 10 · EIN 74-2014723 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,441 | $31,388+178.6% | $73,550+18.9% | $62,293+40.4% |
| Participation rate | 98.3% | 39.9%+58.4pp | 54.9%+43.3pp | 69.5%+28.8pp |
| Annual return | 7.11% | 25.34%-18.2pp | -15.16%+22.3pp | 28.90%-21.8pp |
| Employer contribution / active EE | $1,585 | $498+218.3% | $1,219+30.0% | $2,042-22.4% |
| Participant deferral / active EE | $3,511 | $1,028+241.4% | $1,804+94.6% | $3,169+10.8% |
| Admin fee / account holder | $338 | $299+13.0% | $2,320-85.4% | $479-29.4% |