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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,994 | $37,039-43.3% | $147,617-85.8% | $59,188-64.5% |
| Participation rate | 38.5% | 63.8%-25.3pp | 84.6%-46.2pp | 69.4%-31.0pp |
| Annual return | 0.00% | 7.19%-7.2pp | 61.98%-62.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $887 | $1,353-34.5% | $5,564-84.1% | $2,098-57.7% |
| Participant deferral / active EE | $2,519 | $2,094+20.3% | $4,895-48.5% | $3,265-22.8% |
| Admin fee / account holder | $38 | $60-36.2% | $11,612-99.7% | $92-58.3% |