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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $90 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,988 | $65,322-3.6% | $70,494-10.6% | $73,497-14.3% |
| Participation rate | 30.9% | 77.0%-46.1pp | 75.1%-44.2pp | 70.7%-39.8pp |
| Annual return | 10.27% | 15.71%-5.4pp | 109.16%-98.9pp | 28.51%-18.2pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,638 | $3,375-51.5% | $3,711-55.9% | $3,740-56.2% |
| Admin fee / account holder | $1 | $214-99.6% | $3,848-100.0% | $513-99.8% |