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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $80,926 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $40,039 |
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 | $35,055 | $53,136-34.0% | $155,509-77.5% | $199,593-82.4% |
| Participation rate | 32.7% | 64.1%-31.4pp | 78.2%-45.5pp | 72.0%-39.3pp |
| Annual return | 10.28% | 41.15%-30.9pp | 64.67%-54.4pp | 34.25%-24.0pp |
| Employer contribution / active EE | $275 | $1,851-85.1% | $4,672-94.1% | $3,034-90.9% |
| Participant deferral / active EE | $1,945 | $3,161-38.5% | $5,626-65.4% | $5,087-61.8% |
| Admin fee / account holder | $175 | $185-5.8% | $15,912-98.9% | $269-35.1% |