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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,169 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,258 | $81,276-54.2% | $155,574-76.1% | $80,925-54.0% |
| Participation rate | 82.0% | 66.2%+15.8pp | 78.2%+3.8pp | 67.7%+14.4pp |
| Annual return | 7.78% | 33.36%-25.6pp | 64.87%-57.1pp | 35.65%-27.9pp |
| Employer contribution / active EE | $1,440 | $3,103-53.6% | $4,676-69.2% | $2,756-47.8% |
| Participant deferral / active EE | $3,098 | $3,453-10.3% | $5,629-45.0% | $4,299-27.9% |
| Admin fee / account holder | $351 | $7,993-95.6% | $15,914-97.8% | $6,940-94.9% |