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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,666 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 13 · EIN 22-1211670 | Contract Administrator | $1,920 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,808 | $81,494+20.0% | $133,978-27.0% | $73,497+33.1% |
| Participation rate | 53.3% | 76.4%-23.1pp | 79.8%-26.6pp | 70.7%-17.4pp |
| Annual return | 12.06% | 19.40%-7.3pp | 45.10%-33.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $993 | $2,210-55.1% | $3,919-74.7% | $2,270-56.3% |
| Participant deferral / active EE | $2,329 | $3,787-38.5% | $5,047-53.8% | $3,740-37.7% |
| Admin fee / account holder | $594 | $713-16.7% | $8,930-93.3% | $513+15.8% |