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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,769 |
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 | $17,218 | $50,637-66.0% | $86,582-80.1% | $62,293-72.4% |
| Participation rate | 48.0% | 67.9%-19.9pp | 73.5%-25.5pp | 69.5%-21.5pp |
| Annual return | 22.45% | 20.80%+1.7pp | 965.08%-942.6pp | 28.90%-6.4pp |
| Employer contribution / active EE | $849 | $2,075-59.1% | $2,839-70.1% | $2,042-58.4% |
| Participant deferral / active EE | $1,336 | $2,611-48.9% | $3,609-63.0% | $3,169-57.9% |
| Admin fee / account holder | $24 | $413-94.3% | $4,904-99.5% | $479-95.1% |