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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 34-1140070 | Contract Administrator | $38,062 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,065 | $51,638+115.1% | $68,368+62.5% | $82,448+34.7% |
| Participation rate | 79.0% | 63.6%+15.4pp | 73.8%+5.3pp | 68.1%+10.9pp |
| Annual return | 16.17% | 37.53%-21.4pp | 292.57%-276.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $3,857 | $2,047+88.4% | $2,649+45.6% | $2,551+51.2% |
| Participant deferral / active EE | $7,055 | $2,914+142.1% | $4,123+71.1% | $4,139+70.4% |
| Admin fee / account holder | $329 | $4,643-92.9% | $5,150-93.6% | $7,234-95.5% |