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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,896 |
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 | $34,744 | $61,391-43.4% | $149,723-76.8% | $71,529-51.4% |
| Participation rate | 30.7% | 62.5%-31.9pp | 78.8%-48.1pp | 67.9%-37.3pp |
| Annual return | 18.25% | 35.88%-17.6pp | 134.50%-116.2pp | 28.97%-10.7pp |
| Employer contribution / active EE | $1,067 | $2,384-55.2% | $4,821-77.9% | $2,590-58.8% |
| Participant deferral / active EE | $1,975 | $2,921-32.4% | $5,682-65.2% | $4,291-54.0% |
| Admin fee / account holder | $25 | $1,264-98.0% | $13,215-99.8% | $1,588-98.4% |