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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $77,776 |
Filed as: COMMONWEALTH FINANCIAL Service code 16 · EIN 04-2675571 | Consulting | $28,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,005 | $89,465-28.5% | $165,071-61.2% | $77,736-17.7% |
| Participation rate | 36.1% | 78.6%-42.5pp | 78.6%-42.5pp | 70.6%-34.5pp |
| Annual return | 14.41% | 28.86%-14.5pp | 70.17%-55.8pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,425 | $2,565-44.4% | $4,347-67.2% | $2,728-47.8% |
| Participant deferral / active EE | $2,605 | $4,904-46.9% | $6,035-56.8% | $4,651-44.0% |
| Admin fee / account holder | $510 | $340+50.0% | $12,695-96.0% | $433+17.6% |