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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,593 | $47,126-54.2% | $149,673-85.6% | $74,419-71.0% |
| Participation rate | 44.1% | 63.4%-19.3pp | 78.8%-34.7pp | 70.7%-26.6pp |
| Annual return | 26.50% | 22.75%+3.7pp | 134.42%-107.9pp | 34.38%-7.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $109 | $343-68.3% | $13,210-99.2% | $348-68.8% |