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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,080 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,082 | $55,449+35.4% | $83,848-10.5% | $56,287+33.4% |
| Participation rate | 46.3% | 68.0%-21.7pp | 76.1%-29.9pp | 69.9%-23.6pp |
| Annual return | -4.12% | -1.38%-2.7pp | 850.88%-855.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $865 | $2,430-64.4% | $3,631-76.2% | $2,111-59.0% |
| Participant deferral / active EE | $3,461 | $2,935+17.9% | $4,082-15.2% | $3,350+3.3% |
| Admin fee / account holder | $551 | $656-16.0% | $5,478-89.9% | $521+5.8% |