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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $0 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,111 | $55,437+1.2% | $155,534-63.9% | $74,459-24.6% |
| Participation rate | 65.7% | 61.9%+3.8pp | 78.2%-12.5pp | 67.2%-1.6pp |
| Annual return | 8.87% | 269.58%-260.7pp | 64.92%-56.0pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $1,550 | $2,266-31.6% | $4,675-66.8% | $2,626-41.0% |
| Participant deferral / active EE | $2,195 | $2,837-22.6% | $5,630-61.0% | $4,350-49.5% |
| Admin fee / account holder | $486 | $1,742-72.1% | $15,900-96.9% | $1,945-75.0% |