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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,922 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,071 | $50,820-58.5% | $155,567-86.5% | $77,671-72.9% |
| Participation rate | 50.2% | 63.1%-12.9pp | 78.2%-28.0pp | 70.6%-20.4pp |
| Annual return | 9.62% | 34.85%-25.2pp | 64.74%-55.1pp | 31.21%-21.6pp |
| Employer contribution / active EE | $1,677 | $1,993-15.8% | $4,674-64.1% | $2,726-38.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $103 | $436-76.4% | $15,916-99.4% | $430-76.1% |