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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,704 |
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 | $34,805 | $65,125-46.6% | $143,797-75.8% | $66,949-48.0% |
| Participation rate | 42.1% | 65.2%-23.1pp | 80.3%-38.2pp | 69.8%-27.7pp |
| Annual return | -9.41% | -11.13%+1.7pp | -0.04%-9.4pp | 1.57%-11.0pp |
| Employer contribution / active EE | $832 | $2,362-64.8% | $4,952-83.2% | $2,545-67.3% |
| Participant deferral / active EE | $1,574 | $2,920-46.1% | $5,638-72.1% | $4,239-62.9% |
| Admin fee / account holder | $42 | $503-91.6% | $14,679-99.7% | $594-92.9% |