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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,400 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,299 | $55,453-0.3% | $170,435-67.6% | $62,293-11.2% |
| Participation rate | 46.0% | 66.4%-20.4pp | 83.6%-37.6pp | 69.5%-23.5pp |
| Annual return | 11.39% | 21.38%-10.0pp | 205.94%-194.5pp | 28.90%-17.5pp |
| Employer contribution / active EE | $907 | $2,164-58.1% | $5,432-83.3% | $2,042-55.6% |
| Participant deferral / active EE | $1,784 | $2,303-22.5% | $4,939-63.9% | $3,169-43.7% |
| Admin fee / account holder | $260 | $455-42.8% | $13,881-98.1% | $479-45.7% |