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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,790 | $46,732-61.9% | $156,551-88.6% | $55,167-67.8% |
| Participation rate | 35.0% | 65.8%-30.8pp | 84.0%-49.0pp | 69.0%-34.0pp |
| Annual return | 6.03% | 17.72%-11.7pp | 32.23%-26.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $149 | $2,105-92.9% | $5,501-97.3% | $1,963-92.4% |
| Participant deferral / active EE | $1,061 | $2,204-51.8% | $4,871-78.2% | $3,054-65.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |