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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $22,038 |
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.
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 | $32,122 | $88,324-63.6% | $115,038-72.1% | $55,191-41.8% |
| Participation rate | 13.2% | 72.5%-59.3pp | 81.4%-68.1pp | 69.2%-55.9pp |
| Annual return | -0.47% | 6.30%-6.8pp | 26.14%-26.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $379 | $5,042-92.5% | $6,026-93.7% | $3,046-87.5% |
| Admin fee / account holder | $284 | $105+169.9% | $8,175-96.5% | $91+213.3% |