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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $560 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,855 | $52,961-60.6% | $172,752-87.9% | $65,185-68.0% |
| Participation rate | 42.1% | 66.2%-24.1pp | 82.6%-40.6pp | 70.2%-28.1pp |
| Annual return | 17.02% | 30.12%-13.1pp | 802.97%-786.0pp | 29.38%-12.4pp |
| Employer contribution / active EE | $634 | $2,190-71.0% | $5,144-87.7% | $2,177-70.9% |
| Participant deferral / active EE | $1,182 | $2,471-52.2% | $5,198-77.3% | $3,514-66.4% |
| Admin fee / account holder | $3 | $472-99.3% | $13,955-100.0% | $847-99.6% |