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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,981 | $61,272-36.4% | $149,673-74.0% | $71,457-45.4% |
| Participation rate | 43.8% | 62.5%-18.7pp | 78.8%-34.9pp | 67.9%-24.1pp |
| Annual return | 10.58% | 35.85%-25.3pp | 134.42%-123.8pp | 28.85%-18.3pp |
| Employer contribution / active EE | $1,446 | $2,378-39.2% | $4,818-70.0% | $2,588-44.1% |
| Participant deferral / active EE | $1,859 | $2,917-36.3% | $5,680-67.3% | $4,289-56.7% |
| Admin fee / account holder | $30 | $1,261-97.7% | $13,210-99.8% | $1,587-98.1% |