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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $333 |
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 | $62,596 | $65,125-3.9% | $143,797-56.5% | $66,949-6.5% |
| Participation rate | 52.8% | 65.2%-12.4pp | 80.3%-27.5pp | 69.8%-17.0pp |
| Annual return | -10.62% | -11.13%+0.5pp | -0.04%-10.6pp | 1.57%-12.2pp |
| Employer contribution / active EE | $787 | $2,362-66.7% | $4,952-84.1% | $2,545-69.1% |
| Participant deferral / active EE | $1,162 | $2,920-60.2% | $5,638-79.4% | $4,239-72.6% |
| Admin fee / account holder | $3 | $503-99.4% | $14,679-100.0% | $594-99.5% |