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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,628 | $55,453-61.0% | $170,435-87.3% | $62,293-65.3% |
| Participation rate | 46.6% | 66.4%-19.8pp | 83.6%-37.0pp | 69.5%-22.9pp |
| Annual return | 17.98% | 21.38%-3.4pp | 205.94%-188.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,982 | $2,164-8.4% | $5,432-63.5% | $2,042-3.0% |
| Participant deferral / active EE | $1,955 | $2,303-15.1% | $4,939-60.4% | $3,169-38.3% |
| Admin fee / account holder | $24 | $455-94.8% | $13,881-99.8% | $479-95.0% |