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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,674 | $55,453-23.0% | $170,435-75.0% | $62,293-31.5% |
| Participation rate | 32.0% | 66.4%-34.4pp | 83.6%-51.6pp | 69.5%-37.5pp |
| Annual return | 10.43% | 21.38%-10.9pp | 205.94%-195.5pp | 28.90%-18.5pp |
| Employer contribution / active EE | $487 | $2,164-77.5% | $5,432-91.0% | $2,042-76.1% |
| Participant deferral / active EE | $1,084 | $2,303-52.9% | $4,939-78.1% | $3,169-65.8% |
| Admin fee / account holder | $7 | $455-98.4% | $13,881-99.9% | $479-98.5% |