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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,971 | $46,732-14.5% | $156,551-74.5% | $55,167-27.5% |
| Participation rate | 55.9% | 65.8%-9.9pp | 84.0%-28.1pp | 69.0%-13.1pp |
| Annual return | 10.08% | 17.72%-7.6pp | 32.23%-22.2pp | 169.23%-159.2pp |
| Employer contribution / active EE | $1,312 | $2,105-37.7% | $5,501-76.1% | $1,963-33.1% |
| Participant deferral / active EE | $1,825 | $2,204-17.2% | $4,871-62.5% | $3,054-40.2% |
| Admin fee / account holder | $24 | $418-94.3% | $13,028-99.8% | $504-95.2% |