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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,455 |
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 | $27,122 | $85,171-68.2% | $172,753-84.3% | $72,976-62.8% |
| Participation rate | 44.9% | 70.1%-25.1pp | 82.6%-37.7pp | 69.5%-24.5pp |
| Annual return | 22.97% | 27.32%-4.4pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $1,472 | $3,324-55.7% | $5,144-71.4% | $2,440-39.7% |
| Participant deferral / active EE | $2,392 | $3,260-26.6% | $5,198-54.0% | $3,608-33.7% |
| Admin fee / account holder | $26 | $5,880-99.6% | $13,956-99.8% | $5,124-99.5% |