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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE Service code 13 · EIN 35-0472300 | Contract Administrator | $63,805 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,524 | $50,498+33.7% | $75,784-10.9% | $55,191+22.3% |
| Participation rate | 58.9% | 69.4%-10.6pp | 75.8%-17.0pp | 69.2%-10.3pp |
| Annual return | 49.48% | 1.80%+47.7pp | 9.68%+39.8pp | 10.78%+38.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,564 | $2,589-39.6% | $3,652-57.2% | $3,046-48.7% |
| Admin fee / account holder | $339 | $123+175.8% | $5,300-93.6% | $91+273.9% |