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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,964 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,443 | $74,706+54.5% | $75,714+52.5% | $79,391+45.4% |
| Participation rate | 59.2% | 75.3%-16.1pp | 74.8%-15.6pp | 70.7%-11.5pp |
| Annual return | 15.48% | 18.52%-3.0pp | 104.62%-89.1pp | 116.88%-101.4pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $6,646 | $3,533+88.1% | $3,820+74.0% | $4,046+64.3% |
| Admin fee / account holder | $312 | $374-16.7% | $3,619-91.4% | $627-50.2% |