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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,536 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,183 | $47,135-31.7% | $149,717-78.5% | $74,440-56.8% |
| Participation rate | 34.6% | 63.4%-28.8pp | 78.8%-44.2pp | 70.7%-36.1pp |
| Annual return | 16.47% | 22.75%-6.3pp | 134.41%-117.9pp | 34.37%-17.9pp |
| Employer contribution / active EE | $907 | $1,906-52.4% | $4,820-81.2% | $2,638-65.6% |
| Participant deferral / active EE | $1,995 | $2,728-26.9% | $5,682-64.9% | $4,529-55.9% |
| Admin fee / account holder | $135 | $343-60.7% | $13,213-99.0% | $348-61.3% |