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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,801 | $65,960-54.8% | $81,882-63.6% | $77,762-61.7% |
| Participation rate | 60.8% | 65.8%-5.0pp | 72.4%-11.6pp | 70.6%-9.8pp |
| Annual return | 12.54% | 26.64%-14.1pp | 779.47%-766.9pp | 31.27%-18.7pp |
| Employer contribution / active EE | $1,391 | $2,375-41.4% | $2,916-52.3% | $2,728-49.0% |
| Participant deferral / active EE | $1,744 | $3,505-50.2% | $4,323-59.6% | $4,651-62.5% |
| Admin fee / account holder | $178 | $526-66.2% | $7,360-97.6% | $433-58.8% |