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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,721 |
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 | $41,104 | $47,977-14.3% | $154,114-73.3% | $56,287-27.0% |
| Participation rate | 59.3% | 66.2%-6.8pp | 83.0%-23.7pp | 69.9%-10.5pp |
| Annual return | -4.68% | 3.54%-8.2pp | 735.16%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,558 | $2,169-28.1% | $5,298-70.6% | $2,111-26.2% |
| Participant deferral / active EE | $2,169 | $2,392-9.3% | $5,081-57.3% | $3,350-35.2% |
| Admin fee / account holder | $16 | $438-96.4% | $13,411-99.9% | $521-96.9% |