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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 | $54,558+39.2% | $76,002-0.1% | $74,546+1.9% |
| Participation rate | 97.7% | 60.3%+37.4pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 18.93% | 31.83%-12.9pp | 360.07%-341.1pp | 1366.03%-1347.1pp |
| Employer contribution / active EE | $6,503 | $1,778+265.8% | $2,688+141.9% | $2,624+147.8% |
| Participant deferral / active EE | $10,568 | $3,065+244.8% | $4,257+148.3% | $4,347+143.1% |
| Admin fee / account holder | $349 | $2,232-84.3% | $6,414-94.6% | $1,944-82.0% |