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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $61 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $78,059 | $50,820+53.6% | $155,567-49.8% | $77,671+0.5% |
| Participation rate | 37.0% | 63.1%-26.1pp | 78.2%-41.2pp | 70.6%-33.5pp |
| Annual return | 14.80% | 34.85%-20.0pp | 64.74%-49.9pp | 31.21%-16.4pp |
| Employer contribution / active EE | $621 | $1,993-68.8% | $4,674-86.7% | $2,726-77.2% |
| Participant deferral / active EE | $881 | $2,823-68.8% | $5,628-84.3% | $4,648-81.0% |
| Admin fee / account holder | $1 | $436-99.8% | $15,916-100.0% | $430-99.8% |