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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $104,938 |
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 | $67,358 | $47,180+42.8% | $149,723-55.0% | $74,473-9.6% |
| Participation rate | 67.3% | 63.4%+3.9pp | 78.8%-11.5pp | 70.7%-3.4pp |
| Annual return | 16.96% | 22.75%-5.8pp | 134.50%-117.5pp | 34.36%-17.4pp |
| Employer contribution / active EE | $1,072 | $1,907-43.8% | $4,821-77.8% | $2,638-59.4% |
| Participant deferral / active EE | $3,112 | $2,730+14.0% | $5,682-45.2% | $4,530-31.3% |
| Admin fee / account holder | $240 | $343-30.0% | $13,215-98.2% | $347-30.8% |