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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $48,109 |
CLEARPOINT CAPITAL3 years Filed as: CLEARPOINT CAPITAL- AMERIPRIS Service code 16 · EIN 41-0973005 23 WATER ST. · BANGOR, ME 04401 | Consulting | $22,504 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,781 | $55,415+9.7% | $155,509-60.9% | $74,495-18.4% |
| Participation rate | 37.1% | 61.9%-24.8pp | 78.2%-41.1pp | 67.2%-30.1pp |
| Annual return | 9.47% | 268.50%-259.0pp | 64.67%-55.2pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,512 | $2,836-46.7% | $5,626-73.1% | $4,346-65.2% |
| Admin fee / account holder | $341 | $1,738-80.4% | $15,912-97.9% | $1,942-82.4% |