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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140090 | Contract Administrator | $38,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $152,032 | $92,121+65.0% | $105,591+44.0% | $77,692+95.7% |
| Participation rate | 50.0% | 81.0%-31.0pp | 75.3%-25.3pp | 70.6%-20.6pp |
| Annual return | 13.16% | 17.84%-4.7pp | 116.43%-103.3pp | 31.25%-18.1pp |
| Employer contribution / active EE | $839 | $3,370-75.1% | $3,166-73.5% | $2,726-69.2% |
| Participant deferral / active EE | $4,246 | $5,388-21.2% | $5,008-15.2% | $4,648-8.7% |
| Admin fee / account holder | $258 | $219+17.8% | $11,024-97.7% | $431-40.0% |