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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IA 46802 | Contract Administrator | $43,308 |
Service code 10 · EIN 72-1396621 5805 BLUE LAGOON DR · MIAMI, FL 33126 | Accounting | $7,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,293 | $60,776-30.4% | $85,693-50.6% | $79,393-46.7% |
| Participation rate | 33.6% | 62.1%-28.5pp | 69.9%-36.3pp | 70.7%-37.2pp |
| Annual return | 12.90% | 16.57%-3.7pp | 21.49%-8.6pp | 116.87%-104.0pp |
| Employer contribution / active EE | $303 | $1,663-81.8% | $2,618-88.4% | $2,428-87.5% |
| Participant deferral / active EE | $1,812 | $2,919-37.9% | $3,923-53.8% | $4,046-55.2% |
| Admin fee / account holder | $328 | $438-25.1% | $6,874-95.2% | $627-47.6% |