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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,710 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,702 | $55,453-48.2% | $170,435-83.2% | $62,293-53.9% |
| Participation rate | 52.6% | 66.4%-13.8pp | 83.6%-31.0pp | 69.5%-16.9pp |
| Annual return | 8.97% | 21.38%-12.4pp | 205.94%-197.0pp | 28.90%-19.9pp |
| Employer contribution / active EE | $594 | $2,164-72.5% | $5,432-89.1% | $2,042-70.9% |
| Participant deferral / active EE | $849 | $2,303-63.1% | $4,939-82.8% | $3,169-73.2% |
| Admin fee / account holder | $294 | $455-35.4% | $13,881-97.9% | $479-38.6% |