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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,695 |
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 | $90,026 | $64,176+40.3% | $112,263-19.8% | $66,949+34.5% |
| Participation rate | 89.1% | 68.4%+20.7pp | 75.1%+14.0pp | 69.8%+19.3pp |
| Annual return | -8.35% | -13.80%+5.4pp | 27.49%-35.8pp | 1.57%-9.9pp |
| Employer contribution / active EE | $1,864 | $3,007-38.0% | $3,636-48.7% | $2,545-26.8% |
| Participant deferral / active EE | $4,474 | $3,694+21.1% | $4,729-5.4% | $4,239+5.5% |
| Admin fee / account holder | $338 | $626-46.0% | $6,410-94.7% | $594-43.0% |