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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,906 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $54,925 | $62,928-12.7% | $172,753-68.2% | $67,582-18.7% |
| Participation rate | 53.0% | 64.5%-11.5pp | 82.6%-29.6pp | 71.3%-18.3pp |
| Annual return | 15.91% | 30.36%-14.5pp | 803.00%-787.1pp | 378.57%-362.7pp |
| Employer contribution / active EE | $464 | $1,636-71.6% | $5,144-91.0% | $2,148-78.4% |
| Participant deferral / active EE | $2,379 | $2,145+10.9% | $5,198-54.2% | $3,539-32.8% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |