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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,906 |
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 | $70,968 | $55,423+28.0% | $155,602-54.4% | $74,400-4.6% |
| Participation rate | 43.8% | 61.9%-18.1pp | 78.2%-34.4pp | 67.2%-23.4pp |
| Annual return | 15.15% | 269.07%-253.9pp | 64.81%-49.7pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $1,463 | $2,266-35.4% | $4,675-68.7% | $2,624-44.2% |
| Participant deferral / active EE | $2,596 | $2,835-8.4% | $5,629-53.9% | $4,348-40.3% |
| Admin fee / account holder | $20 | $1,744-98.9% | $15,923-99.9% | $1,944-99.0% |