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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $14,005 |
RETIREWELL ADMINISTRATORS2 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 46-2684976 1002 LINCOLN DRIVE WEST, SUITE H · MARLTON, NJ 08053 | Recordkeeping | $1,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,078 | $50,385+112.5% | $75,501+41.8% | $62,293+71.9% |
| Participation rate | 10.2% | 67.7%-57.5pp | 72.4%-62.1pp | 69.5%-59.3pp |
| Annual return | 96.39% | 19.90%+76.5pp | 27.35%+69.0pp | 28.90%+67.5pp |
| Employer contribution / active EE | $399 | $1,537-74.0% | $2,352-83.0% | $2,042-80.4% |
| Participant deferral / active EE | $645 | $2,445-73.6% | $3,142-79.5% | $3,169-79.7% |
| Admin fee / account holder | $662 | $384+72.3% | $5,801-88.6% | $479+38.1% |