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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $1,084 |
Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $95 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,763 | $78,670-66.0% | $109,173-75.5% | $85,847-68.8% |
| Participation rate | 34.6% | 68.3%-33.7pp | 75.9%-41.3pp | 69.3%-34.8pp |
| Annual return | 16.99% | 25.09%-8.1pp | 25.75%-8.8pp | 318.61%-301.6pp |
| Employer contribution / active EE | $970 | $2,734-64.5% | $3,723-74.0% | $2,565-62.2% |
| Participant deferral / active EE | $1,736 | $3,467-49.9% | $4,654-62.7% | $3,952-56.1% |
| Admin fee / account holder | $316 | $5,469-94.2% | $6,755-95.3% | $6,261-95.0% |