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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140090 | Contract Administrator | $28,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,451 | $85,135+36.8% | $98,920+17.7% | $73,412+58.6% |
| Participation rate | 54.6% | 81.1%-26.6pp | 76.0%-21.5pp | 72.2%-17.6pp |
| Annual return | 16.40% | 19.14%-2.7pp | 196.47%-180.1pp | 59.30%-42.9pp |
| Employer contribution / active EE | $738 | $2,721-72.9% | $2,689-72.6% | $2,234-67.0% |
| Participant deferral / active EE | $3,645 | $4,349-16.2% | $4,245-14.1% | $3,806-4.2% |
| Admin fee / account holder | $174 | $139+24.6% | $6,643-97.4% | $158+9.9% |