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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,758 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,038 | $58,888+2.0% | $178,498-66.4% | $73,493-18.3% |
| Participation rate | 56.8% | 66.2%-9.4pp | 81.9%-25.1pp | 70.7%-13.9pp |
| Annual return | 18.84% | 24.86%-6.0pp | 151.09%-132.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $1,783 | $2,236-20.3% | $5,011-64.4% | $2,270-21.5% |
| Participant deferral / active EE | $2,519 | $2,568-1.9% | $5,202-51.6% | $3,740-32.6% |
| Admin fee / account holder | $24 | $400-94.0% | $13,985-99.8% | $513-95.3% |