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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,642 | $46,173-55.3% | $170,435-87.9% | $69,631-70.4% |
| Participation rate | 26.6% | 63.9%-37.3pp | 83.6%-57.0pp | 70.7%-44.1pp |
| Annual return | 17.94% | 21.62%-3.7pp | 205.94%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | -$14 | $1,610-100.8% | $5,432-100.3% | $2,032-100.7% |
| Participant deferral / active EE | $1,056 | $2,080-49.2% | $4,939-78.6% | $3,224-67.2% |
| Admin fee / account holder | $15 | $116-87.3% | $13,881-99.9% | $110-86.7% |