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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $94,024 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN INVESTMENT LLC Service code 16 · EIN 23-1702591 | Consulting | $49,805 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,868 | $48,064+57.8% | $78,778-3.7% | $69,631+9.0% |
| Participation rate | 62.5% | 61.6%+1.0pp | 69.2%-6.7pp | 70.7%-8.2pp |
| Annual return | 19.25% | 21.81%-2.6pp | 35.62%-16.4pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,961 | $744+163.7% | $1,986-1.2% | $2,032-3.5% |
| Participant deferral / active EE | $3,774 | $2,079+81.5% | $2,958+27.6% | $3,224+17.1% |
| Admin fee / account holder | $384 | $152+152.3% | $5,134-92.5% | $110+247.3% |