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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,753 |
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 | $34,692 | $47,977-27.7% | $154,111-77.5% | $56,287-38.4% |
| Participation rate | 61.2% | 66.2%-5.0pp | 83.0%-21.9pp | 69.9%-8.7pp |
| Annual return | -3.69% | 3.54%-7.2pp | 735.18%-738.9pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,008 | $2,169-53.5% | $5,298-81.0% | $2,111-52.2% |
| Participant deferral / active EE | $1,066 | $2,392-55.5% | $5,081-79.0% | $3,350-68.2% |
| Admin fee / account holder | $183 | $438-58.2% | $13,411-98.6% | $521-64.8% |