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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP. Service code 13 · EIN 35-1140070 | Contract Administrator | $1,050 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,025 | $42,548-29.4% | $74,550-59.7% | $56,287-46.7% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.1%-19.1pp | 69.9%-19.9pp |
| Annual return | -8.61% | 12.40%-21.0pp | 32.53%-41.1pp | -9.96%+1.4pp |
| Employer contribution / active EE | $702 | $855-17.9% | $1,961-64.2% | $2,111-66.7% |
| Participant deferral / active EE | $2,850 | $2,277+25.1% | $3,108-8.3% | $3,350-14.9% |
| Admin fee / account holder | $8 | $467-98.4% | $5,060-99.9% | $521-98.6% |