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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $543 |
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 | $45,978 | $65,125-29.4% | $143,797-68.0% | $66,949-31.3% |
| Participation rate | 44.7% | 65.2%-20.5pp | 80.3%-35.6pp | 69.8%-25.1pp |
| Annual return | -9.23% | -11.13%+1.9pp | -0.04%-9.2pp | 1.57%-10.8pp |
| Employer contribution / active EE | $931 | $2,362-60.6% | $4,952-81.2% | $2,545-63.4% |
| Participant deferral / active EE | $2,245 | $2,920-23.1% | $5,638-60.2% | $4,239-47.0% |
| Admin fee / account holder | $3 | $503-99.4% | $14,679-100.0% | $594-99.5% |