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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,657 | $46,173+29.2% | $170,435-65.0% | $69,631-14.3% |
| Participation rate | 49.0% | 63.9%-14.9pp | 83.6%-34.6pp | 70.7%-21.7pp |
| Annual return | 13.27% | 21.62%-8.4pp | 205.94%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,137 | $2,080+2.7% | $4,939-56.7% | $3,224-33.7% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |