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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $66,636 | $95,415-30.2% | $185,851-64.1% | $85,851-22.4% |
| Participation rate | 52.6% | 68.8%-16.2pp | 81.7%-29.1pp | 69.3%-16.8pp |
| Annual return | 10.11% | 23.59%-13.5pp | 122.11%-112.0pp | 318.63%-308.5pp |
| Employer contribution / active EE | $699 | $3,314-78.9% | $5,168-86.5% | $2,565-72.8% |
| Participant deferral / active EE | $4,376 | $3,424+27.8% | $5,569-21.4% | $3,952+10.7% |
| Admin fee / account holder | $4 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |