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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,113 |
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 | $40,361 | $61,166-34.0% | $185,849-78.3% | $79,391-49.2% |
| Participation rate | 37.7% | 66.6%-28.9pp | 81.7%-44.0pp | 70.7%-33.0pp |
| Annual return | 12.79% | 19.45%-6.7pp | 122.10%-109.3pp | 116.88%-104.1pp |
| Employer contribution / active EE | $609 | $2,321-73.8% | $5,169-88.2% | $2,428-74.9% |
| Participant deferral / active EE | $1,551 | $2,789-44.4% | $5,569-72.1% | $4,046-61.7% |
| Admin fee / account holder | $134 | $710-81.2% | $16,244-99.2% | $627-78.7% |