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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 | $55,446-23.5% | $155,574-72.7% | $74,429-43.0% |
| Participation rate | 46.0% | 61.9%-15.9pp | 78.2%-32.3pp | 67.2%-21.3pp |
| Annual return | 11.23% | 269.20%-258.0pp | 64.87%-53.6pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,862 | $2,266-17.8% | $4,676-60.2% | $2,625-29.0% |
| Participant deferral / active EE | $2,265 | $2,836-20.1% | $5,629-59.8% | $4,348-47.9% |
| Admin fee / account holder | $36 | $1,743-97.9% | $15,914-99.8% | $1,944-98.1% |