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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $94,593 |
PRECEPT ADVISORY GROUP5 years Filed as: PRECEPT ADVISORY GROUP, LLC Service code 26 · EIN 93-0959770 | Advisory (Participants) | $35,000 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,331 | $74,706+240.4% | $75,714+235.9% | $79,391+220.4% |
| Participation rate | 83.0% | 75.3%+7.7pp | 74.8%+8.2pp | 70.7%+12.3pp |
| Annual return | 15.16% | 18.52%-3.4pp | 104.62%-89.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $1,352 | $2,590-47.8% | $2,744-50.7% | $2,428-44.3% |
| Participant deferral / active EE | $8,102 | $3,533+129.3% | $3,820+112.1% | $4,046+100.3% |
| Admin fee / account holder | $917 | $374+144.8% | $3,619-74.7% | $627+46.3% |