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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $93 |
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 | $26,500 | $51,769-48.8% | $57,356-53.8% | $52,331-49.4% |
| Participation rate | 55.1% | 75.2%-20.1pp | 75.1%-20.0pp | 68.1%-13.0pp |
| Annual return | 1.54% | 2.43%-0.9pp | 24.41%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $692 | $2,335-70.4% | $2,689-74.2% | $1,882-63.2% |
| Participant deferral / active EE | $1,193 | $2,794-57.3% | $3,162-62.3% | $3,022-60.5% |
| Admin fee / account holder | $3 | $295-99.0% | $3,357-99.9% | $592-99.5% |