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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,493 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,536 | $81,276-3.4% | $155,574-49.5% | $80,925-3.0% |
| Participation rate | 98.4% | 66.2%+32.2pp | 78.2%+20.2pp | 67.7%+30.8pp |
| Annual return | 14.93% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $5,629 | $3,103+81.4% | $4,676+20.4% | $2,756+104.2% |
| Participant deferral / active EE | $9,027 | $3,453+161.4% | $5,629+60.4% | $4,299+110.0% |
| Admin fee / account holder | $321 | $7,993-96.0% | $15,914-98.0% | $6,940-95.4% |