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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $56,846 |
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 | $21,170 | $47,766-55.7% | $82,706-74.4% | $64,814-67.3% |
| Participation rate | 47.7% | 67.7%-20.0pp | 72.6%-24.9pp | 71.5%-23.8pp |
| Annual return | -17.18% | -13.06%-4.1pp | 701.76%-718.9pp | 32.84%-50.0pp |
| Employer contribution / active EE | $1,052 | $2,182-51.8% | $3,007-65.0% | $2,507-58.0% |
| Participant deferral / active EE | $1,265 | $3,332-62.0% | $4,394-71.2% | $4,310-70.7% |
| Admin fee / account holder | $179 | $143+25.0% | $5,329-96.6% | $188-4.8% |