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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 51 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Investment Mgmt Fees | $18,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,584 | $102,429+30.4% | $147,096-9.2% | $80,925+65.1% |
| Participation rate | 93.5% | 75.9%+17.6pp | 82.2%+11.3pp | 67.7%+25.8pp |
| Annual return | 12.42% | 135.02%-122.6pp | 419.75%-407.3pp | 35.65%-23.2pp |
| Employer contribution / active EE | $8,775 | $3,716+136.2% | $4,936+77.8% | $2,756+218.4% |
| Participant deferral / active EE | $13,002 | $6,649+95.6% | $8,071+61.1% | $4,299+202.5% |
| Admin fee / account holder | $15,727 | $7,957+97.7% | $13,005+20.9% | $6,940+126.6% |