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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,939 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,914 | $43,749-40.8% | $158,223-83.6% | $65,306-60.3% |
| Participation rate | 55.4% | 56.9%-1.4pp | 79.2%-23.8pp | 57.7%-2.2pp |
| Annual return | 9.29% | 19.41%-10.1pp | 52.09%-42.8pp | 21.94%-12.7pp |
| Employer contribution / active EE | $1,640 | $1,497+9.5% | $4,109-60.1% | $1,967-16.6% |
| Participant deferral / active EE | $2,590 | $2,019+28.3% | $5,467-52.6% | $2,959-12.5% |
| Admin fee / account holder | $65 | $1,930-96.6% | $16,047-99.6% | $3,480-98.1% |