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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,333 |
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 | $41,299 | $65,092-36.6% | $143,799-71.3% | $66,938-38.3% |
| Participation rate | 66.0% | 65.2%+0.8pp | 80.3%-14.3pp | 69.8%-3.8pp |
| Annual return | -13.73% | -11.14%-2.6pp | -0.04%-13.7pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,330 | $2,362-43.7% | $4,952-73.1% | $2,545-47.7% |
| Participant deferral / active EE | $1,330 | $2,920-54.4% | $5,638-76.4% | $4,238-68.6% |
| Admin fee / account holder | $380 | $502-24.3% | $14,677-97.4% | $594-35.9% |