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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,188 |
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 | $18,046 | $37,196-51.5% | $154,108-88.3% | $55,725-67.6% |
| Participation rate | 32.4% | 64.1%-31.7pp | 83.0%-50.6pp | 70.9%-38.5pp |
| Annual return | -2.97% | 1319.68%-1322.6pp | 735.21%-738.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $270 | $1,614-83.3% | $5,298-94.9% | $2,078-87.0% |
| Participant deferral / active EE | $744 | $2,068-64.0% | $5,081-85.4% | $3,356-77.8% |
| Admin fee / account holder | $10 | $102-89.8% | $13,411-99.9% | $115-91.0% |