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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,280 |
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 | $20,822 | $75,962-72.6% | $154,108-86.5% | $64,173-67.6% |
| Participation rate | 54.3% | 70.4%-16.2pp | 83.0%-28.8pp | 69.6%-15.3pp |
| Annual return | -6.30% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,392 | $3,350-58.4% | $5,298-73.7% | $2,381-41.5% |
| Participant deferral / active EE | $2,520 | $3,175-20.6% | $5,081-50.4% | $3,470-27.4% |
| Admin fee / account holder | $24 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |