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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $81,184 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,382 | $72,620+54.8% | $90,756+23.8% | $66,930+67.9% |
| Participation rate | 95.7% | 73.7%+22.0pp | 75.7%+20.0pp | 69.8%+25.9pp |
| Annual return | -18.73% | -12.28%-6.4pp | -12.16%-6.6pp | 1.57%-20.3pp |
| Employer contribution / active EE | $4,039 | $2,369+70.5% | $2,922+38.3% | $2,545+58.7% |
| Participant deferral / active EE | $6,588 | $3,979+65.6% | $4,565+44.3% | $4,238+55.4% |
| Admin fee / account holder | $541 | $707-23.5% | $8,445-93.6% | $593-8.8% |