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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,674 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,528 | $47,977-32.2% | $154,108-78.9% | $56,289-42.2% |
| Participation rate | 31.5% | 66.2%-34.7pp | 83.0%-51.5pp | 69.9%-38.3pp |
| Annual return | -4.97% | 3.54%-8.5pp | 735.21%-740.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $421 | $2,169-80.6% | $5,298-92.1% | $2,111-80.1% |
| Participant deferral / active EE | $1,205 | $2,392-49.6% | $5,081-76.3% | $3,350-64.0% |
| Admin fee / account holder | $28 | $438-93.5% | $13,411-99.8% | $521-94.5% |