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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,567 |
Service code 15 · EIN 77-0586222 | Recordkeeping | $1,677 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,857 | $62,393+66.5% | $120,580-13.9% | $74,478+39.4% |
| Participation rate | 46.8% | 56.8%-9.9pp | 72.0%-25.1pp | 67.2%-20.4pp |
| Annual return | 21.81% | 18.61%+3.2pp | 107.48%-85.7pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $2,017 | $1,845+9.3% | $3,469-41.9% | $2,626-23.2% |
| Participant deferral / active EE | $4,182 | $2,886+44.9% | $4,995-16.3% | $4,350-3.9% |
| Admin fee / account holder | $643 | $2,396-73.2% | $9,418-93.2% | $1,946-66.9% |