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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,276 |
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 | $25,512 | $44,873-43.1% | $79,466-67.9% | $56,287-54.7% |
| Participation rate | 51.4% | 68.7%-17.4pp | 73.3%-22.0pp | 69.9%-18.5pp |
| Annual return | -3.03% | 0.81%-3.8pp | 718.28%-721.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,026 | $2,140-52.1% | $2,800-63.4% | $2,111-51.4% |
| Participant deferral / active EE | $1,333 | $2,746-51.4% | $3,704-64.0% | $3,350-60.2% |
| Admin fee / account holder | $65 | $418-84.6% | $5,104-98.7% | $521-87.6% |