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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,375 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,237 | $52,961-37.2% | $172,752-80.8% | $65,185-49.0% |
| Participation rate | 45.1% | 66.2%-21.1pp | 82.6%-37.6pp | 70.2%-25.1pp |
| Annual return | 3.70% | 30.12%-26.4pp | 802.97%-799.3pp | 29.38%-25.7pp |
| Employer contribution / active EE | $525 | $2,190-76.0% | $5,144-89.8% | $2,177-75.9% |
| Participant deferral / active EE | $860 | $2,471-65.2% | $5,198-83.5% | $3,514-75.5% |
| Admin fee / account holder | $357 | $472-24.3% | $13,955-97.4% | $847-57.8% |