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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $839 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,920 | $63,433-60.7% | $63,803-60.9% | $64,097-61.1% |
| Participation rate | 29.5% | 65.0%-35.5pp | 72.7%-43.2pp | 55.2%-25.7pp |
| Annual return | 10.43% | 20.74%-10.3pp | 543.72%-533.3pp | 34.64%-24.2pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,336 | $3,119-57.2% | $3,843-65.2% | $3,080-56.6% |
| Admin fee / account holder | $0 | $1,489-100.0% | $5,196-100.0% | $3,454-100.0% |