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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,570 | $39,898-61.0% | $121,208-87.2% | $55,725-72.1% |
| Participation rate | 29.6% | 61.2%-31.6pp | 71.8%-42.1pp | 70.9%-41.2pp |
| Annual return | -1.04% | -0.96%-0.1pp | 16.93%-18.0pp | 244.93%-246.0pp |
| Employer contribution / active EE | $354 | $1,295-72.7% | $4,023-91.2% | $2,078-83.0% |
| Participant deferral / active EE | $380 | $2,439-84.4% | $3,345-88.6% | $3,356-88.7% |
| Admin fee / account holder | $197 | $95+107.2% | $5,020-96.1% | $115+71.1% |