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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,278 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,226 | $46,360-54.2% | $147,617-85.6% | $52,331-59.4% |
| Participation rate | 23.7% | 64.9%-41.3pp | 84.6%-60.9pp | 68.1%-44.4pp |
| Annual return | -0.29% | 1.62%-1.9pp | 61.98%-62.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $270 | $2,126-87.3% | $5,564-95.1% | $1,882-85.6% |
| Participant deferral / active EE | $444 | $2,258-80.3% | $4,895-90.9% | $3,022-85.3% |
| Admin fee / account holder | $25 | $766-96.7% | $11,612-99.8% | $592-95.7% |