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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $3,209 |
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.
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 | $95,680 | $66,310+44.3% | $93,606+2.2% | $65,185+46.8% |
| Participation rate | 52.2% | 74.0%-21.8pp | 75.8%-23.6pp | 70.2%-18.0pp |
| Annual return | 13.97% | 42.58%-28.6pp | 32.76%-18.8pp | 29.38%-15.4pp |
| Employer contribution / active EE | $523 | $2,012-74.0% | $2,718-80.7% | $2,177-76.0% |
| Participant deferral / active EE | $2,438 | $3,342-27.1% | $4,069-40.1% | $3,514-30.6% |
| Admin fee / account holder | $19 | $6,897-99.7% | $7,888-99.8% | $847-97.7% |