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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $287 |
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 | $26,100 | $61,166-57.3% | $185,849-86.0% | $79,391-67.1% |
| Participation rate | 58.7% | 66.6%-7.9pp | 81.7%-23.0pp | 70.7%-12.0pp |
| Annual return | 14.44% | 19.45%-5.0pp | 122.10%-107.7pp | 116.88%-102.4pp |
| Employer contribution / active EE | $1,616 | $2,321-30.4% | $5,169-68.7% | $2,428-33.4% |
| Participant deferral / active EE | $981 | $2,789-64.8% | $5,569-82.4% | $4,046-75.8% |
| Admin fee / account holder | $0 | $710-100.0% | $16,244-100.0% | $627-100.0% |