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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,938 |
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 | $20,028 | $55,453-63.9% | $170,435-88.2% | $62,293-67.8% |
| Participation rate | 25.9% | 66.4%-40.5pp | 83.6%-57.7pp | 69.5%-43.6pp |
| Annual return | 8.43% | 21.38%-12.9pp | 205.94%-197.5pp | 28.90%-20.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $832 | $2,303-63.9% | $4,939-83.2% | $3,169-73.7% |
| Admin fee / account holder | $45 | $455-90.1% | $13,881-99.7% | $479-90.6% |