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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,509 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,629 | $78,428+2.8% | $95,960-16.0% | $79,852+1.0% |
| Participation rate | 65.6% | 73.5%-7.9pp | 77.1%-11.5pp | 69.6%-4.0pp |
| Annual return | 10.38% | 19.37%-9.0pp | 91.63%-81.3pp | 31.72%-21.3pp |
| Employer contribution / active EE | $2,325 | $1,945+19.5% | $2,541-8.5% | $2,471-5.9% |
| Participant deferral / active EE | $4,528 | $3,440+31.6% | $4,167+8.7% | $3,740+21.1% |
| Admin fee / account holder | $368 | $5,622-93.5% | $6,797-94.6% | $5,306-93.1% |