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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,733 | $52,293+20.0% | $178,503-64.9% | $73,412-14.5% |
| Participation rate | 44.2% | 65.3%-21.1pp | 81.9%-37.7pp | 72.2%-28.0pp |
| Annual return | 13.72% | 34.75%-21.0pp | 151.12%-137.4pp | 59.30%-45.6pp |
| Employer contribution / active EE | $562 | $1,736-67.7% | $5,011-88.8% | $2,234-74.9% |
| Participant deferral / active EE | $817 | $2,333-65.0% | $5,202-84.3% | $3,806-78.5% |
| Admin fee / account holder | $1 | $127-99.3% | $13,987-100.0% | $158-99.4% |