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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,336 |
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 | $39,494 | $62,928-37.2% | $172,752-77.1% | $67,579-41.6% |
| Participation rate | 36.8% | 64.5%-27.6pp | 82.6%-45.8pp | 71.3%-34.4pp |
| Annual return | 21.70% | 30.36%-8.7pp | 802.97%-781.3pp | 378.56%-356.9pp |
| Employer contribution / active EE | $660 | $1,636-59.6% | $5,144-87.2% | $2,148-69.3% |
| Participant deferral / active EE | $1,475 | $2,145-31.2% | $5,198-71.6% | $3,539-58.3% |
| Admin fee / account holder | $146 | $167-12.2% | $13,955-99.0% | $142+2.8% |