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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,808 |
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 | $64,554 | $61,391+5.2% | $149,723-56.9% | $71,529-9.8% |
| Participation rate | 62.7% | 62.5%+0.2pp | 78.8%-16.1pp | 67.9%-5.2pp |
| Annual return | 21.63% | 35.88%-14.2pp | 134.50%-112.9pp | 28.97%-7.3pp |
| Employer contribution / active EE | $1,601 | $2,384-32.9% | $4,821-66.8% | $2,590-38.2% |
| Participant deferral / active EE | $2,514 | $2,921-13.9% | $5,682-55.8% | $4,291-41.4% |
| Admin fee / account holder | $317 | $1,264-74.9% | $13,215-97.6% | $1,588-80.1% |