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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,248 |
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 | $19,269 | $54,237-64.5% | $90,300-78.7% | $67,579-71.5% |
| Participation rate | 42.7% | 68.6%-25.9pp | 73.3%-30.6pp | 71.3%-28.6pp |
| Annual return | 20.81% | 37.27%-16.5pp | 78.11%-57.3pp | 378.56%-357.7pp |
| Employer contribution / active EE | $793 | $1,846-57.0% | $2,854-72.2% | $2,148-63.1% |
| Participant deferral / active EE | $931 | $2,625-64.6% | $3,884-76.0% | $3,539-73.7% |
| Admin fee / account holder | $116 | $123-6.3% | $5,353-97.8% | $142-18.7% |