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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,318 | $61,166-40.6% | $185,849-80.5% | $79,391-54.3% |
| Participation rate | 41.4% | 66.6%-25.2pp | 81.7%-40.3pp | 70.7%-29.3pp |
| Annual return | 13.64% | 19.45%-5.8pp | 122.10%-108.5pp | 116.88%-103.2pp |
| Employer contribution / active EE | $689 | $2,321-70.3% | $5,169-86.7% | $2,428-71.6% |
| Participant deferral / active EE | $1,379 | $2,789-50.5% | $5,569-75.2% | $4,046-65.9% |
| Admin fee / account holder | $28 | $710-96.1% | $16,244-99.8% | $627-95.5% |