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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,539 | $37,117-44.7% | $147,617-86.1% | $55,191-62.8% |
| Participation rate | 53.2% | 63.6%-10.4pp | 84.6%-31.4pp | 69.2%-15.9pp |
| Annual return | 0.14% | 3.44%-3.3pp | 61.98%-61.8pp | 10.78%-10.6pp |
| Employer contribution / active EE | $412 | $1,620-74.6% | $5,564-92.6% | $1,899-78.3% |
| Participant deferral / active EE | $880 | $1,985-55.7% | $4,895-82.0% | $3,046-71.1% |
| Admin fee / account holder | $4 | $86-95.5% | $11,612-100.0% | $91-95.7% |