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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,255 | $37,117+38.1% | $147,617-65.3% | $55,191-7.1% |
| Participation rate | 49.2% | 63.6%-14.4pp | 84.6%-35.4pp | 69.2%-20.0pp |
| Annual return | 3.84% | 3.44%+0.4pp | 61.98%-58.1pp | 10.78%-6.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,987 | $1,985+0.1% | $4,895-59.4% | $3,046-34.8% |
| Admin fee / account holder | $1 | $86-99.3% | $11,612-100.0% | $91-99.4% |