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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,654 | $55,446-24.9% | $155,574-73.2% | $74,429-44.0% |
| Participation rate | 23.5% | 61.9%-38.4pp | 78.2%-54.7pp | 67.2%-43.7pp |
| Annual return | 16.57% | 269.20%-252.6pp | 64.87%-48.3pp | 1368.38%-1351.8pp |
| Employer contribution / active EE | $1,040 | $2,266-54.1% | $4,676-77.8% | $2,625-60.4% |
| Participant deferral / active EE | $1,866 | $2,836-34.2% | $5,629-66.8% | $4,348-57.1% |
| Admin fee / account holder | $26 | $1,743-98.5% | $15,914-99.8% | $1,944-98.7% |