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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,641 |
Service code 10 · EIN 38-2426290 | Accounting | $10,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,110 | $55,458-89.0% | $76,030-92.0% | $77,762-92.1% |
| Participation rate | 46.4% | 63.6%-17.2pp | 69.1%-22.7pp | 70.6%-24.2pp |
| Annual return | 16.98% | 17.10%-0.1pp | 361.54%-344.6pp | 31.27%-14.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,143 | $3,454-66.9% | $4,257-73.1% | $4,651-75.4% |
| Admin fee / account holder | $121 | $411-70.5% | $6,421-98.1% | $433-72.0% |