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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,562 | $46,732-13.2% | $156,551-74.1% | $55,167-26.5% |
| Participation rate | 27.7% | 65.8%-38.1pp | 84.0%-56.3pp | 69.0%-41.3pp |
| Annual return | 6.54% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $205 | $2,105-90.3% | $5,501-96.3% | $1,963-89.5% |
| Participant deferral / active EE | $790 | $2,204-64.2% | $4,871-83.8% | $3,054-74.1% |
| Admin fee / account holder | $1 | $418-99.8% | $13,028-100.0% | $504-99.8% |