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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,322 | $55,446+7.0% | $155,574-61.9% | $74,429-20.3% |
| Participation rate | 39.5% | 61.9%-22.4pp | 78.2%-38.7pp | 67.2%-27.7pp |
| Annual return | 11.85% | 269.20%-257.3pp | 64.87%-53.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $670 | $2,266-70.4% | $4,676-85.7% | $2,625-74.5% |
| Participant deferral / active EE | $1,292 | $2,836-54.4% | $5,629-77.0% | $4,348-70.3% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,914-100.0% | $1,944-99.7% |