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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,085 |
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.
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 | $31,232 | $37,117-15.9% | $147,618-78.8% | $55,191-43.4% |
| Participation rate | 40.1% | 63.6%-23.5pp | 84.6%-44.6pp | 69.2%-29.1pp |
| Annual return | 3.00% | 3.44%-0.4pp | 61.98%-59.0pp | 10.78%-7.8pp |
| Employer contribution / active EE | $697 | $1,620-57.0% | $5,565-87.5% | $1,899-63.3% |
| Participant deferral / active EE | $521 | $1,985-73.8% | $4,895-89.4% | $3,046-82.9% |
| Admin fee / account holder | $13 | $86-84.8% | $11,612-99.9% | $91-85.7% |