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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST STE #150 · FORT WAYNE, IN 468029999 | Contract Administrator | $48,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,134 | $71,666-30.0% | $117,854-57.5% | $69,631-28.0% |
| Participation rate | 48.2% | 77.5%-29.3pp | 79.7%-31.5pp | 70.7%-22.5pp |
| Annual return | 10.04% | 18.86%-8.8pp | 335.08%-325.0pp | 27571.02%-27561.0pp |
| Employer contribution / active EE | $779 | $1,889-58.8% | $3,786-79.4% | $2,032-61.7% |
| Participant deferral / active EE | $2,201 | $3,340-34.1% | $4,482-50.9% | $3,224-31.7% |
| Admin fee / account holder | $275 | $120+128.6% | $8,020-96.6% | $110+149.1% |