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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 15 · EIN 35-0472300 | Recordkeeping | $5,367 |
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 | $43,612 | $69,231-37.0% | $91,994-52.6% | $67,582-35.5% |
| Participation rate | 68.2% | 78.9%-10.8pp | 78.6%-10.5pp | 71.3%-3.1pp |
| Annual return | 27.09% | 32.03%-4.9pp | 69.04%-42.0pp | 378.57%-351.5pp |
| Employer contribution / active EE | $3,747 | $2,284+64.0% | $3,453+8.5% | $2,148+74.4% |
| Participant deferral / active EE | $4,734 | $5,854-19.1% | $5,924-20.1% | $3,539+33.7% |
| Admin fee / account holder | $20 | $107-81.0% | $7,744-99.7% | $142-85.7% |