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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 PO BOX 2248 · FORT WAYNE, IN 46801 | Contract Administrator | $11,094 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,106 | $77,908+231.3% | $149,696+72.4% | $75,173+243.3% |
| Participation rate | 44.8% | 65.6%-20.8pp | 78.8%-33.9pp | 67.2%-22.4pp |
| Annual return | 5.55% | 31.73%-26.2pp | 134.46%-128.9pp | 160.72%-155.2pp |
| Employer contribution / active EE | $1,144 | $3,138-63.5% | $4,821-76.3% | $2,671-57.2% |
| Participant deferral / active EE | $2,065 | $3,411-39.5% | $5,682-63.7% | $4,126-50.0% |
| Admin fee / account holder | $24,731 | $5,950+315.7% | $13,212+87.2% | $5,651+337.7% |