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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,296 | $46,173-30.1% | $170,439-81.1% | $69,631-53.6% |
| Participation rate | 44.3% | 63.9%-19.6pp | 83.6%-39.3pp | 70.7%-26.4pp |
| Annual return | 6.39% | 21.62%-15.2pp | 205.94%-199.5pp | 27571.02%-27564.6pp |
| Employer contribution / active EE | $801 | $1,610-50.2% | $5,433-85.3% | $2,032-60.6% |
| Participant deferral / active EE | $803 | $2,080-61.4% | $4,939-83.7% | $3,224-75.1% |
| Admin fee / account holder | $10 | $116-91.5% | $13,881-99.9% | $110-91.1% |