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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN NATONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $29,005 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,849 | $79,449-18.4% | $189,575-65.8% | $85,847-24.5% |
| Participation rate | 50.0% | 66.0%-16.0pp | 78.4%-28.4pp | 69.3%-19.3pp |
| Annual return | 8.09% | 18.45%-10.4pp | 64.19%-56.1pp | 318.61%-310.5pp |
| Employer contribution / active EE | $941 | $2,081-54.8% | $4,412-78.7% | $2,565-63.3% |
| Participant deferral / active EE | $1,951 | $4,051-51.9% | $6,174-68.4% | $3,952-50.6% |
| Admin fee / account holder | $607 | $5,377-88.7% | $9,806-93.8% | $6,261-90.3% |