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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,382 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,148 | $62,928-68.0% | $172,753-88.3% | $67,582-70.2% |
| Participation rate | 63.6% | 64.5%-0.8pp | 82.6%-19.0pp | 71.3%-7.6pp |
| Annual return | 15.12% | 30.36%-15.2pp | 803.00%-787.9pp | 378.57%-363.5pp |
| Employer contribution / active EE | $711 | $1,636-56.5% | $5,144-86.2% | $2,148-66.9% |
| Participant deferral / active EE | $1,053 | $2,145-50.9% | $5,198-79.7% | $3,539-70.3% |
| Admin fee / account holder | $83 | $167-50.2% | $13,956-99.4% | $142-41.7% |