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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,463 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 13 · EIN 14-1764768 | Contract Administrator | $13,990 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,721 | $56,540+21.5% | $185,851-63.0% | $86,821-20.8% |
| Participation rate | 55.9% | 65.5%-9.6pp | 81.7%-25.8pp | 72.3%-16.4pp |
| Annual return | 12.21% | 118.20%-106.0pp | 122.11%-109.9pp | 97.94%-85.7pp |
| Employer contribution / active EE | $757 | $1,844-59.0% | $5,168-85.4% | $2,406-68.6% |
| Participant deferral / active EE | $2,913 | $2,555+14.0% | $5,569-47.7% | $4,132-29.5% |
| Admin fee / account holder | $77 | $150-48.8% | $16,245-99.5% | $170-54.8% |