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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $34,298 |
PRECEPT ADVISORY GROUP4 years Filed as: PRECEPT ADVISORY GROUP LLC Service code 16 · EIN 93-0959770 | Consulting | $32,767 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,942 | $66,813+96.0% | $100,530+30.3% | $73,493+78.2% |
| Participation rate | 55.4% | 77.5%-22.0pp | 79.4%-24.0pp | 70.7%-15.2pp |
| Annual return | 14.33% | 25.70%-11.4pp | 30.89%-16.6pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,285 | $5,883+6.8% | $6,271+0.2% | $3,740+68.1% |
| Admin fee / account holder | $564 | $512+10.2% | $8,083-93.0% | $513+10.0% |