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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,025 |
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 | $20,685 | $52,722-60.8% | $90,440-77.1% | $73,412-71.8% |
| Participation rate | 57.5% | 67.7%-10.2pp | 72.7%-15.2pp | 72.2%-14.7pp |
| Annual return | 19.05% | 20.70%-1.7pp | 1294.38%-1275.3pp | 59.30%-40.2pp |
| Employer contribution / active EE | $1,060 | $1,872-43.4% | $3,263-67.5% | $2,234-52.5% |
| Participant deferral / active EE | $1,293 | $2,810-54.0% | $3,964-67.4% | $3,806-66.0% |
| Admin fee / account holder | $121 | $117+3.6% | $5,615-97.8% | $158-23.3% |