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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,537 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,445 | $63,299+33.4% | $91,001-7.2% | $62,292+35.6% |
| Participation rate | 69.7% | 73.3%-3.6pp | 75.6%-5.9pp | 69.5%+0.1pp |
| Annual return | 8.92% | 20.99%-12.1pp | 4.60%+4.3pp | 28.90%-20.0pp |
| Employer contribution / active EE | $465 | $1,807-74.3% | $2,456-81.1% | $2,042-77.2% |
| Participant deferral / active EE | $2,692 | $2,943-8.5% | $3,547-24.1% | $3,169-15.0% |
| Admin fee / account holder | $24 | $468-94.9% | $5,417-99.6% | $479-95.0% |