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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $55,760 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,875 | $45,602-14.8% | $117,498-66.9% | $66,930-41.9% |
| Participation rate | 64.3% | 57.6%+6.7pp | 70.6%-6.3pp | 69.8%-5.5pp |
| Annual return | -16.03% | -16.74%+0.7pp | 29.75%-45.8pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,480 | $1,579-6.2% | $4,178-64.6% | $2,545-41.8% |
| Participant deferral / active EE | $1,705 | $2,845-40.1% | $4,071-58.1% | $4,238-59.8% |
| Admin fee / account holder | $521 | $661-21.1% | $5,646-90.8% | $593-12.2% |