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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $30,973 |
AVINTUS4 years Service code 16 · EIN 43-3682160 | Consulting | $5,219 |
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.)
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 | $56,574 | $60,989-7.2% | $60,906-7.1% | $66,938-15.5% |
| Participation rate | 61.6% | 74.5%-12.9pp | 73.1%-11.5pp | 69.8%-8.2pp |
| Annual return | -7.24% | -9.60%+2.4pp | 16.94%-24.2pp | 1.58%-8.8pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,703-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,463 | $3,615-31.9% | $3,814-35.4% | $4,238-41.9% |
| Admin fee / account holder | $411 | $338+21.5% | $3,227-87.3% | $594-30.7% |