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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,064 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,345 | $51,083-60.2% | $70,548-71.2% | $71,495-71.5% |
| Participation rate | 62.9% | 59.4%+3.5pp | 68.3%-5.4pp | 67.9%-5.0pp |
| Annual return | 16.34% | 42.64%-26.3pp | 32.78%-16.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,341 | $1,791-25.1% | $2,975-54.9% | $2,589-48.2% |
| Participant deferral / active EE | $2,824 | $3,028-6.7% | $4,567-38.2% | $4,291-34.2% |
| Admin fee / account holder | $4,366 | $1,995+118.8% | $6,424-32.0% | $1,588+175.0% |