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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $39,591 |
PRECEPT ADVISORY GROUP2 years Filed as: PRECEPT ADVISORY GROUP LLC Service code 16 · EIN 93-0959770 | Consulting | $31,155 |
Filed as: GREAT-WESR LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-1455663 | Recordkeeping Fees | $50 |
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 | $94,324 | $61,214+54.1% | $83,323+13.2% | $56,287+67.6% |
| Participation rate | 55.9% | 72.6%-16.7pp | 77.8%-21.9pp | 69.9%-14.0pp |
| Annual return | -6.13% | 0.42%-6.5pp | 10.63%-16.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,378 | $5,091+25.3% | $5,565+14.6% | $3,350+90.4% |
| Admin fee / account holder | $571 | $512+11.6% | $7,539-92.4% | $521+9.6% |