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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,203 | $45,382-37.9% | $154,108-81.7% | $75,289-62.5% |
| Participation rate | 22.1% | 65.9%-43.8pp | 83.0%-60.9pp | 72.4%-50.3pp |
| Annual return | -2.60% | -0.47%-2.1pp | 735.21%-737.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $975 | $2,384-59.1% | $5,081-80.8% | $3,739-73.9% |
| Admin fee / account holder | $124 | $89+39.2% | $13,411-99.1% | $102+21.5% |