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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $699 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,519 | $61,356+3.5% | $149,696-57.6% | $71,511-11.2% |
| Participation rate | 33.5% | 62.5%-29.1pp | 78.8%-45.3pp | 67.9%-34.5pp |
| Annual return | 12.42% | 35.86%-23.4pp | 134.46%-122.0pp | 28.86%-16.4pp |
| Employer contribution / active EE | $633 | $2,382-73.4% | $4,821-86.9% | $2,589-75.6% |
| Participant deferral / active EE | $1,354 | $2,920-53.6% | $5,682-76.2% | $4,291-68.4% |
| Admin fee / account holder | $6 | $1,263-99.5% | $13,212-100.0% | $1,588-99.6% |