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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,339 | $61,172-14.4% | $185,851-71.8% | $79,389-34.1% |
| Participation rate | 45.0% | 66.6%-21.7pp | 81.7%-36.7pp | 70.7%-25.8pp |
| Annual return | 13.71% | 19.45%-5.7pp | 122.11%-108.4pp | 116.89%-103.2pp |
| Employer contribution / active EE | $948 | $2,321-59.1% | $5,168-81.7% | $2,428-60.9% |
| Participant deferral / active EE | $2,276 | $2,788-18.4% | $5,569-59.1% | $4,046-43.8% |
| Admin fee / account holder | $0 | $710-100.0% | $16,245-100.0% | $626-100.0% |