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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $958 |
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 | $52,558 | $36,916+42.4% | $156,551-66.4% | $57,658-8.8% |
| Participation rate | 49.8% | 63.4%-13.6pp | 84.0%-34.2pp | 70.2%-20.4pp |
| Annual return | 6.38% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,138 | $1,926+11.0% | $4,871-56.1% | $3,061-30.2% |
| Admin fee / account holder | $1 | $82-99.0% | $13,028-100.0% | $95-99.2% |