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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,092 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,840 | $55,446-11.9% | $155,574-68.6% | $74,429-34.4% |
| Participation rate | 64.1% | 61.9%+2.2pp | 78.2%-14.1pp | 67.2%-3.1pp |
| Annual return | 7.35% | 269.20%-261.8pp | 64.87%-57.5pp | 1368.38%-1361.0pp |
| Employer contribution / active EE | $675 | $2,266-70.2% | $4,676-85.6% | $2,625-74.3% |
| Participant deferral / active EE | $3,605 | $2,836+27.1% | $5,629-36.0% | $4,348-17.1% |
| Admin fee / account holder | $30 | $1,743-98.3% | $15,914-99.8% | $1,944-98.5% |