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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 | $41,016-36.8% | $152,093-83.0% | $64,097-59.6% |
| Participation rate | 55.4% | 51.3%+4.1pp | 77.8%-22.3pp | 55.2%+0.3pp |
| Annual return | 9.29% | 39.60%-30.3pp | 66.36%-57.1pp | 34.64%-25.4pp |
| Employer contribution / active EE | $1,640 | $1,342+22.2% | $4,175-60.7% | $1,891-13.3% |
| Participant deferral / active EE | $2,590 | $1,927+34.4% | $5,451-52.5% | $3,080-15.9% |
| Admin fee / account holder | $65 | $2,305-97.2% | $14,497-99.6% | $3,454-98.1% |