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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,305 | $47,180+36.3% | $149,723-57.1% | $74,473-13.7% |
| Participation rate | 49.1% | 63.4%-14.3pp | 78.8%-29.7pp | 70.7%-21.7pp |
| Annual return | 12.09% | 22.75%-10.7pp | 134.50%-122.4pp | 34.36%-22.3pp |
| Employer contribution / active EE | $724 | $1,907-62.0% | $4,821-85.0% | $2,638-72.6% |
| Participant deferral / active EE | $1,040 | $2,730-61.9% | $5,682-81.7% | $4,530-77.0% |
| Admin fee / account holder | $0 | $343-99.9% | $13,215-100.0% | $347-99.9% |