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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 PO BOX 2248 · FORT WAYNE, IN 46801 | Contract Administrator | $15,653 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,998 | $73,848+271.0% | $143,799+90.5% | $68,486+300.1% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -12.09% | 0.91%-13.0pp | -0.04%-12.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,525 | $3,184-52.1% | $4,952-69.2% | $2,597-41.3% |
| Participant deferral / active EE | $3,690 | $3,385+9.0% | $5,638-34.6% | $4,028-8.4% |
| Admin fee / account holder | $3,594 | $5,755-37.5% | $14,677-75.5% | $5,404-33.5% |