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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $84,109 |
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 | $51,556 | $29,507+74.7% | $56,025-8.0% | $77,762-33.7% |
| Participation rate | 34.2% | 32.7%+1.5pp | 52.5%-18.3pp | 70.6%-36.3pp |
| Annual return | 12.65% | 18.90%-6.2pp | 1712.69%-1700.0pp | 31.27%-18.6pp |
| Employer contribution / active EE | $935 | $570+64.1% | $1,042-10.2% | $2,728-65.7% |
| Participant deferral / active EE | $1,889 | $1,062+78.0% | $1,955-3.3% | $4,651-59.4% |
| Admin fee / account holder | $343 | $1,041-67.0% | $2,828-87.9% | $433-20.7% |