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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $176 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,314 | $58,888-53.6% | $178,499-84.7% | $73,493-62.8% |
| Participation rate | 32.8% | 66.2%-33.5pp | 81.9%-49.2pp | 70.7%-37.9pp |
| Annual return | 12.77% | 24.86%-12.1pp | 151.10%-138.3pp | 28.51%-15.7pp |
| Employer contribution / active EE | $178 | $2,236-92.0% | $5,011-96.4% | $2,270-92.2% |
| Participant deferral / active EE | $1,306 | $2,568-49.2% | $5,202-74.9% | $3,740-65.1% |
| Admin fee / account holder | $1 | $400-99.8% | $13,986-100.0% | $513-99.8% |