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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,051 |
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.)
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 | $27,923 | $65,092-57.1% | $143,799-80.6% | $66,938-58.3% |
| Participation rate | 35.0% | 65.2%-30.2pp | 80.3%-45.3pp | 69.8%-34.8pp |
| Annual return | -14.30% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $531 | $2,362-77.5% | $4,952-89.3% | $2,545-79.1% |
| Participant deferral / active EE | $961 | $2,920-67.1% | $5,638-83.0% | $4,238-77.3% |
| Admin fee / account holder | $302 | $502-40.0% | $14,677-97.9% | $594-49.2% |