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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $75,945 |
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 | $63,117 | $65,125-3.1% | $143,797-56.1% | $66,949-5.7% |
| Participation rate | 91.3% | 65.2%+26.1pp | 80.3%+11.0pp | 69.8%+21.5pp |
| Annual return | -16.66% | -11.13%-5.5pp | -0.04%-16.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $1,824 | $2,362-22.8% | $4,952-63.2% | $2,545-28.4% |
| Participant deferral / active EE | $3,309 | $2,920+13.3% | $5,638-41.3% | $4,239-21.9% |
| Admin fee / account holder | $383 | $503-23.9% | $14,679-97.4% | $594-35.5% |