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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $85,168 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,945 | $61,166+17.6% | $185,849-61.3% | $79,391-9.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.81% | 19.45%-5.6pp | 122.10%-108.3pp | 116.88%-103.1pp |
| Employer contribution / active EE | $2,245 | $2,321-3.3% | $5,169-56.6% | $2,428-7.5% |
| Participant deferral / active EE | $4,074 | $2,789+46.1% | $5,569-26.8% | $4,046+0.7% |
| Admin fee / account holder | $380 | $710-46.4% | $16,244-97.7% | $627-39.3% |