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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
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 | $51,767 | $85,171-39.2% | $172,753-70.0% | $72,976-29.1% |
| Participation rate | 51.6% | 70.1%-18.4pp | 82.6%-31.0pp | 69.5%-17.9pp |
| Annual return | 17.05% | 27.32%-10.3pp | 803.00%-786.0pp | 81.02%-64.0pp |
| Employer contribution / active EE | $515 | $3,324-84.5% | $5,144-90.0% | $2,440-78.9% |
| Participant deferral / active EE | $3,151 | $3,260-3.4% | $5,198-39.4% | $3,608-12.7% |
| Admin fee / account holder | $2 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |