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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $104,777 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,967 | $56,540-34.6% | $185,849-80.1% | $86,821-57.4% |
| Participation rate | 62.2% | 65.5%-3.3pp | 81.7%-19.5pp | 72.3%-10.1pp |
| Annual return | 14.97% | 118.20%-103.2pp | 122.10%-107.1pp | 97.94%-83.0pp |
| Employer contribution / active EE | $1,543 | $1,844-16.4% | $5,169-70.2% | $2,406-35.9% |
| Participant deferral / active EE | $2,311 | $2,555-9.6% | $5,569-58.5% | $4,132-44.1% |
| Admin fee / account holder | $139 | $150-7.0% | $16,244-99.1% | $170-17.9% |