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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 1301 S HARRISON · FORT WAYNE, IN 46801 | Contract Administrator | $8,023 |
Filed as: FOUNTAIN HEAD RETIREMENT SERVICES Service code 27 10 INDEPENDENCE BL · WARREN, NJ 07059 | Advisory (Plan) | $4,982 |
RETIREWELL ADMINISTRATORS2 years Filed as: RETIREWELL ADMINISTRATORS, LLC Service code 15 1002 LINCOLN DR W SUITE E · MARLTON, NJ 08053 | Recordkeeping | $2,450 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,121 | $65,390-63.1% | $169,385-85.8% | $71,495-66.3% |
| Participation rate | 45.2% | 67.0%-21.8pp | 77.2%-32.0pp | 67.9%-22.7pp |
| Annual return | 44.95% | 21.31%+23.6pp | 405.82%-360.9pp | 28.85%+16.1pp |
| Employer contribution / active EE | $2,443 | $2,079+17.5% | $4,012-39.1% | $2,589-5.7% |
| Participant deferral / active EE | $4,604 | $4,367+5.4% | $6,221-26.0% | $4,291+7.3% |
| Admin fee / account holder | $1,330 | $1,324+0.4% | $9,011-85.2% | $1,588-16.3% |