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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,721 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,843 | $50,820-47.2% | $155,567-82.7% | $77,671-65.4% |
| Participation rate | 28.2% | 63.1%-34.9pp | 78.2%-50.0pp | 70.6%-42.4pp |
| Annual return | 12.27% | 34.85%-22.6pp | 64.74%-52.5pp | 31.21%-18.9pp |
| Employer contribution / active EE | $384 | $1,993-80.7% | $4,674-91.8% | $2,726-85.9% |
| Participant deferral / active EE | $1,261 | $2,823-55.3% | $5,628-77.6% | $4,648-72.9% |
| Admin fee / account holder | $82 | $436-81.3% | $15,916-99.5% | $430-81.0% |