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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $210,152 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,260 | $67,512+5.6% | $185,837-61.7% | $93,010-23.4% |
| Participation rate | 41.0% | 67.1%-26.1pp | 81.7%-40.7pp | 73.9%-32.9pp |
| Annual return | 12.49% | 21.04%-8.6pp | 122.08%-109.6pp | 158.70%-146.2pp |
| Employer contribution / active EE | $699 | $1,783-60.8% | $5,168-86.5% | $2,705-74.1% |
| Participant deferral / active EE | $4,017 | $3,035+32.3% | $5,568-27.9% | $4,561-11.9% |
| Admin fee / account holder | $131 | $318-58.9% | $16,241-99.2% | $152-13.9% |