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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,954 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,508 | $62,928-67.4% | $172,752-88.1% | $67,579-69.7% |
| Participation rate | 33.7% | 64.5%-30.8pp | 82.6%-49.0pp | 71.3%-37.6pp |
| Annual return | 13.98% | 30.36%-16.4pp | 802.97%-789.0pp | 378.56%-364.6pp |
| Employer contribution / active EE | $326 | $1,636-80.1% | $5,144-93.7% | $2,148-84.8% |
| Participant deferral / active EE | $827 | $2,145-61.5% | $5,198-84.1% | $3,539-76.6% |
| Admin fee / account holder | $13 | $167-91.9% | $13,955-99.9% | $142-90.5% |