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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,911 | $39,898-37.6% | $121,220-79.4% | $55,725-55.3% |
| Participation rate | 38.6% | 61.2%-22.6pp | 71.8%-33.2pp | 70.9%-32.3pp |
| Annual return | -5.37% | -0.96%-4.4pp | 16.94%-22.3pp | 244.93%-250.3pp |
| Employer contribution / active EE | $347 | $1,295-73.2% | $4,023-91.4% | $2,078-83.3% |
| Participant deferral / active EE | $1,381 | $2,439-43.4% | $3,345-58.7% | $3,356-58.9% |
| Admin fee / account holder | $123 | $95+29.0% | $5,021-97.6% | $115+6.5% |