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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $173,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,786 | $49,468+73.4% | $150,298-42.9% | $103,975-17.5% |
| Participation rate | 51.0% | 58.1%-7.1pp | 77.8%-26.8pp | 72.5%-21.5pp |
| Annual return | 16.03% | 38.98%-23.0pp | 62.79%-46.8pp | 19.41%-3.4pp |
| Employer contribution / active EE | $832 | $1,670-50.2% | $4,154-80.0% | $3,722-77.7% |
| Participant deferral / active EE | $4,772 | $2,650+80.0% | $5,453-12.5% | $5,343-10.7% |
| Admin fee / account holder | $80 | $385-79.2% | $14,116-99.4% | $332-75.9% |