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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $11,853 |
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 | $30,862 | $46,360-33.4% | $147,617-79.1% | $52,331-41.0% |
| Participation rate | 55.2% | 64.9%-9.7pp | 84.6%-29.4pp | 68.1%-12.9pp |
| Annual return | -0.37% | 1.62%-2.0pp | 61.98%-62.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $958 | $2,126-54.9% | $5,564-82.8% | $1,882-49.1% |
| Participant deferral / active EE | $994 | $2,258-56.0% | $4,895-79.7% | $3,022-67.1% |
| Admin fee / account holder | $152 | $766-80.2% | $11,612-98.7% | $592-74.3% |