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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,315 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,543 |
Service code 12 · EIN 38-1367329 | Claims processing; Participant loan p... | $326 |
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 | $15,374 | $55,470-72.3% | $155,556-90.1% | $74,478-79.4% |
| Participation rate | 45.1% | 61.9%-16.8pp | 78.2%-33.2pp | 67.2%-22.2pp |
| Annual return | 9.61% | 269.80%-260.2pp | 64.84%-55.2pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $545 | $2,267-75.9% | $4,675-88.3% | $2,626-79.2% |
| Participant deferral / active EE | $1,141 | $2,838-59.8% | $5,631-79.7% | $4,350-73.8% |
| Admin fee / account holder | $140 | $1,744-92.0% | $15,885-99.1% | $1,946-92.8% |