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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,967 | $56,485-34.6% | $185,823-80.1% | $86,799-57.4% |
| Participation rate | 62.2% | 65.5%-3.3pp | 81.7%-19.5pp | 72.3%-10.1pp |
| Annual return | 14.97% | 118.04%-103.1pp | 122.05%-107.1pp | 97.91%-82.9pp |
| Employer contribution / active EE | $1,543 | $1,843-16.3% | $5,167-70.1% | $2,405-35.9% |
| Participant deferral / active EE | $2,311 | $2,553-9.5% | $5,568-58.5% | $4,131-44.1% |
| Admin fee / account holder | $139 | $150-7.0% | $16,237-99.1% | $170-17.9% |