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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $100 |
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 | $61,038 | $73,863-17.4% | $143,797-57.6% | $68,490-10.9% |
| Participation rate | 60.6% | 66.7%-6.1pp | 80.3%-19.7pp | 67.9%-7.3pp |
| Annual return | -13.80% | 0.91%-14.7pp | -0.04%-13.8pp | -7.85%-5.9pp |
| Employer contribution / active EE | $874 | $3,185-72.6% | $4,952-82.4% | $2,597-66.3% |
| Participant deferral / active EE | $5,025 | $3,385+48.5% | $5,638-10.9% | $4,028+24.8% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |