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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,085 | $46,360-56.7% | $147,617-86.4% | $52,331-61.6% |
| Participation rate | 33.0% | 64.9%-31.9pp | 84.6%-51.6pp | 68.1%-35.1pp |
| Annual return | -0.24% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $294 | $2,126-86.2% | $5,564-94.7% | $1,882-84.4% |
| Participant deferral / active EE | $672 | $2,258-70.3% | $4,895-86.3% | $3,022-77.8% |
| Admin fee / account holder | $4 | $766-99.4% | $11,612-100.0% | $592-99.3% |