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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,349 |
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 | $33,176 | $58,895-43.7% | $178,503-81.4% | $73,497-54.9% |
| Participation rate | 37.6% | 66.2%-28.6pp | 81.9%-44.3pp | 70.7%-33.1pp |
| Annual return | 23.37% | 24.86%-1.5pp | 151.12%-127.7pp | 28.51%-5.1pp |
| Employer contribution / active EE | $506 | $2,236-77.4% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,244 | $2,567-51.5% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $69 | $400-82.8% | $13,987-99.5% | $513-86.6% |