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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,204 | $46,732-52.5% | $156,551-85.8% | $55,167-59.8% |
| Participation rate | 58.3% | 65.8%-7.5pp | 84.0%-25.8pp | 69.0%-10.7pp |
| Annual return | 5.17% | 17.72%-12.5pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $735 | $2,204-66.7% | $4,871-84.9% | $3,054-75.9% |
| Admin fee / account holder | $16 | $418-96.2% | $13,028-99.9% | $504-96.8% |