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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,722 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,329 | $79,181-39.0% | $102,423-52.8% | $74,429-35.1% |
| Participation rate | 63.4% | 74.8%-11.4pp | 76.5%-13.1pp | 67.2%-3.8pp |
| Annual return | 16.51% | 54.97%-38.5pp | 29.42%-12.9pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $2,381 | $2,362+0.8% | $3,023-21.2% | $2,625-9.3% |
| Participant deferral / active EE | $4,422 | $4,416+0.1% | $5,054-12.5% | $4,348+1.7% |
| Admin fee / account holder | $373 | $2,002-81.4% | $9,455-96.1% | $1,944-80.8% |