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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-1140070 | Contract Administrator | $12,525 |
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 | $30,629 | $46,732-34.5% | $156,551-80.4% | $55,167-44.5% |
| Participation rate | 61.8% | 65.8%-4.0pp | 84.0%-22.2pp | 69.0%-7.2pp |
| Annual return | 7.79% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $988 | $2,105-53.1% | $5,501-82.0% | $1,963-49.7% |
| Participant deferral / active EE | $1,021 | $2,204-53.7% | $4,871-79.0% | $3,054-66.6% |
| Admin fee / account holder | $144 | $418-65.6% | $13,028-98.9% | $504-71.4% |