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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,150 |
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 | $14,449 | $43,423-66.7% | $78,676-81.6% | $55,167-73.8% |
| Participation rate | 47.7% | 68.0%-20.4pp | 73.6%-25.9pp | 69.0%-21.3pp |
| Annual return | 9.31% | 11.53%-2.2pp | 62.19%-52.9pp | 169.23%-159.9pp |
| Employer contribution / active EE | $1,025 | $1,997-48.7% | $2,850-64.0% | $1,963-47.8% |
| Participant deferral / active EE | $1,577 | $2,509-37.1% | $3,517-55.2% | $3,054-48.4% |
| Admin fee / account holder | $24 | $416-94.2% | $4,510-99.5% | $504-95.2% |