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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,584 | $65,083-59.2% | $143,788-81.5% | $66,930-60.3% |
| Participation rate | 28.8% | 65.2%-36.4pp | 80.3%-51.5pp | 69.8%-41.0pp |
| Annual return | -9.30% | -11.13%+1.8pp | -0.03%-9.3pp | 1.57%-10.9pp |
| Employer contribution / active EE | $456 | $2,361-80.7% | $4,952-90.8% | $2,545-82.1% |
| Participant deferral / active EE | $799 | $2,920-72.6% | $5,638-85.8% | $4,238-81.2% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |