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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,436 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,766 | $75,832+214.9% | $147,617+61.7% | $59,633+300.4% |
| Participation rate | 96.9% | 71.6%+25.3pp | 84.6%+12.3pp | 68.7%+28.2pp |
| Annual return | -1.79% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $22,389 | $3,485+542.5% | $5,564+302.4% | $2,203+916.5% |
| Participant deferral / active EE | $12,447 | $3,131+297.6% | $4,895+154.3% | $3,192+290.0% |
| Admin fee / account holder | $13,988 | $5,986+133.7% | $11,612+20.5% | $4,297+225.5% |