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| Provider | Service type | Compensation |
|---|---|---|
PRECEPT ADVISORY GROUP2 years Filed as: PRECEPT ADVISORY GROUP, LLC Service code 26 · EIN 93-0959770 | Advisory (Participants) | $35,000 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $32,548 |
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).
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 | $117,714 | $55,002+114.0% | $59,899+96.5% | $56,289+109.1% |
| Participation rate | 77.9% | 75.9%+2.0pp | 74.7%+3.2pp | 69.9%+8.0pp |
| Annual return | -4.07% | 1.13%-5.2pp | 3.46%-7.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,969 | $2,448-19.5% | $2,723-27.7% | $2,111-6.7% |
| Participant deferral / active EE | $6,770 | $3,121+116.9% | $3,402+99.0% | $3,350+102.1% |
| Admin fee / account holder | $361 | $236+53.2% | $3,592-89.9% | $521-30.7% |