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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,312 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,734 | $55,446+33.0% | $155,574-52.6% | $74,429-0.9% |
| Participation rate | 59.2% | 61.9%-2.7pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 12.36% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $1,432 | $2,266-36.8% | $4,676-69.4% | $2,625-45.4% |
| Participant deferral / active EE | $2,302 | $2,836-18.8% | $5,629-59.1% | $4,348-47.1% |
| Admin fee / account holder | $401 | $1,743-77.0% | $15,914-97.5% | $1,944-79.4% |