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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $364 |
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 | $20,246 | $47,977-57.8% | $154,108-86.9% | $56,289-64.0% |
| Participation rate | 32.8% | 66.2%-33.4pp | 83.0%-50.2pp | 69.9%-37.0pp |
| Annual return | 8.42% | 3.54%+4.9pp | 735.21%-726.8pp | -9.96%+18.4pp |
| Employer contribution / active EE | $122 | $2,169-94.4% | $5,298-97.7% | $2,111-94.2% |
| Participant deferral / active EE | $930 | $2,392-61.1% | $5,081-81.7% | $3,350-72.2% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |