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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 | $69,774-15.8% | $67,561-13.0% | $74,429-21.1% |
| Participation rate | 58.4% | 71.4%-13.0pp | 72.9%-14.5pp | 67.2%-8.8pp |
| Annual return | 15.55% | -40.53%+56.1pp | 3525.44%-3509.9pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $4,754 | $2,710+75.4% | $2,735+73.8% | $2,625+81.1% |
| Participant deferral / active EE | $4,153 | $3,636+14.2% | $4,003+3.7% | $4,348-4.5% |
| Admin fee / account holder | $260 | $890-70.7% | $4,006-93.5% | $1,944-86.6% |