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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $38 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,213 | $38,595+9.4% | $80,004-47.2% | $52,331-19.3% |
| Participation rate | 20.8% | 64.5%-43.7pp | 73.0%-52.2pp | 68.1%-47.3pp |
| Annual return | -4.15% | 2.04%-6.2pp | 7.63%-11.8pp | 4.54%-8.7pp |
| Employer contribution / active EE | $471 | $1,133-58.5% | $2,473-81.0% | $1,882-75.0% |
| Participant deferral / active EE | $819 | $2,318-64.7% | $3,204-74.4% | $3,022-72.9% |
| Admin fee / account holder | $356 | $304+17.0% | $5,033-92.9% | $592-39.8% |