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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,512 | $95,388-29.2% | $125,363-46.1% | $77,906-13.3% |
| Participation rate | 64.2% | 78.6%-14.4pp | 82.4%-18.2pp | 73.7%-9.5pp |
| Annual return | -4.55% | 116.19%-120.7pp | 572.15%-576.7pp | 12.16%-16.7pp |
| Employer contribution / active EE | $2,096 | $3,666-42.8% | $4,815-56.5% | $2,846-26.4% |
| Participant deferral / active EE | $4,738 | $7,711-38.6% | $7,447-36.4% | $4,805-1.4% |
| Admin fee / account holder | $10 | $119-91.8% | $10,005-99.9% | $133-92.7% |