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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1440070 | Contract Administrator | $126 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,883 | $38,925-46.4% | $73,835-71.7% | $55,191-62.2% |
| Participation rate | 26.9% | 66.0%-39.1pp | 73.4%-46.5pp | 69.2%-42.2pp |
| Annual return | 0.03% | 6.31%-6.3pp | 2268.13%-2268.1pp | 10.78%-10.7pp |
| Employer contribution / active EE | $345 | $1,695-79.7% | $2,788-87.6% | $1,899-81.9% |
| Participant deferral / active EE | $441 | $2,351-81.2% | $3,583-87.7% | $3,046-85.5% |
| Admin fee / account holder | $1 | $83-99.4% | $4,880-100.0% | $91-99.4% |