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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,039 | $47,977-24.9% | $154,107-76.6% | $56,287-36.0% |
| Participation rate | 55.1% | 66.2%-11.0pp | 83.0%-27.9pp | 69.9%-14.7pp |
| Annual return | -2.69% | 3.54%-6.2pp | 735.12%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $576 | $2,169-73.5% | $5,298-89.1% | $2,111-72.7% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $18 | $438-95.8% | $13,411-99.9% | $521-96.5% |