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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $57,601 |
RETIREWELL ADMINISTRATORS3 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DRIVE WEST · MARLTON, NJ 08053 | Recordkeeping | $4,523 |
Service code 27 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Plan) | $787 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,375 | $85,171-5.6% | $172,752-53.5% | $72,975+10.1% |
| Participation rate | 83.8% | 70.1%+13.7pp | 82.6%+1.1pp | 69.5%+14.3pp |
| Annual return | 18.27% | 27.32%-9.1pp | 802.97%-784.7pp | 81.01%-62.7pp |
| Employer contribution / active EE | $496 | $3,324-85.1% | $5,144-90.4% | $2,440-79.7% |
| Participant deferral / active EE | $5,670 | $3,260+73.9% | $5,198+9.1% | $3,608+57.2% |
| Admin fee / account holder | $731 | $5,880-87.6% | $13,955-94.8% | $5,124-85.7% |