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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $93,051 |
PRECEPT ADVISORY GROUP6 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,072 | $60,989+119.8% | $60,919+120.1% | $66,949+100.3% |
| Participation rate | 78.1% | 74.5%+3.6pp | 73.1%+5.0pp | 69.8%+8.3pp |
| Annual return | -18.65% | -9.60%-9.0pp | 16.96%-35.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $2,281 | $2,661-14.3% | $2,704-15.6% | $2,545-10.4% |
| Participant deferral / active EE | $7,930 | $3,615+119.4% | $3,814+107.9% | $4,239+87.1% |
| Admin fee / account holder | $594 | $338+75.6% | $3,228-81.6% | $594+0.1% |