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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,704 | $46,360-25.1% | $147,618-76.5% | $52,331-33.7% |
| Participation rate | 55.1% | 64.9%-9.8pp | 84.6%-29.5pp | 68.1%-13.0pp |
| Annual return | -1.18% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,156 | $2,126-45.6% | $5,565-79.2% | $1,882-38.6% |
| Participant deferral / active EE | $1,759 | $2,258-22.1% | $4,895-64.1% | $3,022-41.8% |
| Admin fee / account holder | $26 | $766-96.6% | $11,612-99.8% | $592-95.7% |