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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,920 | $65,072-61.7% | $66,439-62.5% | $65,306-61.8% |
| Participation rate | 29.5% | 69.1%-39.5pp | 74.5%-45.0pp | 57.7%-28.2pp |
| Annual return | 10.43% | 21.50%-11.1pp | 757.66%-747.2pp | 21.94%-11.5pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $1,336 | $3,234-58.7% | $3,876-65.5% | $2,959-54.9% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |