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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $21,506 | $47,977-55.2% | $154,108-86.0% | $56,289-61.8% |
| Participation rate | 23.6% | 66.2%-42.6pp | 83.0%-59.4pp | 69.9%-46.2pp |
| Annual return | 6.61% | 3.54%+3.1pp | 735.21%-728.6pp | -9.96%+16.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $678 | $2,392-71.6% | $5,081-86.7% | $3,350-79.8% |
| Admin fee / account holder | $40 | $438-91.0% | $13,411-99.7% | $521-92.4% |