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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,261 | $46,732-52.4% | $156,551-85.8% | $55,167-59.6% |
| Participation rate | 54.1% | 65.8%-11.7pp | 84.0%-29.9pp | 69.0%-14.9pp |
| Annual return | 7.72% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $583 | $2,105-72.3% | $5,501-89.4% | $1,963-70.3% |
| Participant deferral / active EE | $858 | $2,204-61.1% | $4,871-82.4% | $3,054-71.9% |
| Admin fee / account holder | $207 | $418-50.6% | $13,028-98.4% | $504-59.0% |