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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 | $54,674+38.9% | $76,089-0.2% | $74,429+2.0% |
| Participation rate | 97.7% | 60.3%+37.3pp | 69.1%+28.6pp | 67.2%+30.5pp |
| Annual return | 18.93% | 31.89%-13.0pp | 360.94%-342.0pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $6,503 | $1,781+265.1% | $2,690+141.8% | $2,625+147.8% |
| Participant deferral / active EE | $10,568 | $3,071+244.1% | $4,259+148.1% | $4,348+143.0% |
| Admin fee / account holder | $349 | $2,238-84.4% | $6,418-94.6% | $1,944-82.0% |