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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,086 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,740 | $55,453-30.1% | $170,439-77.3% | $62,293-37.8% |
| Participation rate | 45.3% | 66.4%-21.1pp | 83.6%-38.3pp | 69.5%-24.2pp |
| Annual return | 11.05% | 21.38%-10.3pp | 205.94%-194.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $609 | $2,164-71.8% | $5,433-88.8% | $2,042-70.2% |
| Participant deferral / active EE | $1,901 | $2,303-17.4% | $4,939-61.5% | $3,169-40.0% |
| Admin fee / account holder | $36 | $455-92.0% | $13,881-99.7% | $479-92.4% |