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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $85,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,753 | $69,771-15.8% | $67,524-13.0% | $74,400-21.0% |
| Participation rate | 58.4% | 71.4%-13.0pp | 72.9%-14.5pp | 67.2%-8.8pp |
| Annual return | 15.55% | -40.49%+56.0pp | 3519.41%-3503.9pp | 1367.51%-1352.0pp |
| Employer contribution / active EE | $4,754 | $2,710+75.4% | $2,734+73.9% | $2,624+81.2% |
| Participant deferral / active EE | $4,153 | $3,638+14.1% | $4,001+3.8% | $4,348-4.5% |
| Admin fee / account holder | $260 | $889-70.7% | $4,001-93.5% | $1,944-86.6% |