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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $83,240 |
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 | $75,955 | $54,690+38.9% | $76,030-0.1% | $74,478+2.0% |
| Participation rate | 97.7% | 60.3%+37.3pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 18.93% | 31.92%-13.0pp | 361.54%-342.6pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $6,503 | $1,781+265.1% | $2,688+142.0% | $2,626+147.6% |
| Participant deferral / active EE | $10,568 | $3,070+244.2% | $4,257+148.3% | $4,350+142.9% |
| Admin fee / account holder | $349 | $2,240-84.4% | $6,421-94.6% | $1,946-82.0% |