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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,331 | $65,125-53.4% | $143,797-78.9% | $66,949-54.7% |
| Participation rate | 30.7% | 65.2%-34.5pp | 80.3%-49.7pp | 69.8%-39.2pp |
| Annual return | -14.77% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,079 | $2,362-54.3% | $4,952-78.2% | $2,545-57.6% |
| Participant deferral / active EE | $2,116 | $2,920-27.5% | $5,638-62.5% | $4,239-50.1% |
| Admin fee / account holder | $27 | $503-94.5% | $14,679-99.8% | $594-95.4% |