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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,407 | $55,472-23.6% | $155,567-72.7% | $74,546-43.1% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.2pp | 67.2%-21.3pp |
| Annual return | 11.23% | 268.72%-257.5pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,862 | $2,269-17.9% | $4,674-60.2% | $2,624-29.0% |
| Participant deferral / active EE | $2,265 | $2,838-20.2% | $5,628-59.7% | $4,347-47.9% |
| Admin fee / account holder | $36 | $1,743-97.9% | $15,916-99.8% | $1,944-98.1% |