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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $74,500 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $35,474 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,701 | $50,127-34.8% | $149,673-78.2% | $80,160-59.2% |
| Participation rate | 31.0% | 64.3%-33.3pp | 78.8%-47.7pp | 72.9%-41.9pp |
| Annual return | 14.31% | 29.82%-15.5pp | 134.42%-120.1pp | 40.38%-26.1pp |
| Employer contribution / active EE | $219 | $1,865-88.3% | $4,818-95.5% | $2,978-92.6% |
| Participant deferral / active EE | $1,664 | $3,194-47.9% | $5,680-70.7% | $5,017-66.8% |
| Admin fee / account holder | $174 | $153+14.0% | $13,210-98.7% | $145+20.1% |