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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,135 | $52,961-45.0% | $172,755-83.1% | $65,185-55.3% |
| Participation rate | 59.2% | 66.2%-7.0pp | 82.6%-23.4pp | 70.2%-11.0pp |
| Annual return | 26.91% | 30.12%-3.2pp | 802.94%-776.0pp | 29.38%-2.5pp |
| Employer contribution / active EE | $1,219 | $2,190-44.3% | $5,144-76.3% | $2,177-44.0% |
| Participant deferral / active EE | $2,965 | $2,471+20.0% | $5,198-43.0% | $3,514-15.6% |
| Admin fee / account holder | $154 | $472-67.3% | $13,955-98.9% | $847-81.8% |