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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,302 |
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 | $18,600 | $50,820-63.4% | $155,567-88.0% | $77,671-76.1% |
| Participation rate | 68.5% | 63.1%+5.4pp | 78.2%-9.7pp | 70.6%-2.1pp |
| Annual return | 8.51% | 34.85%-26.3pp | 64.74%-56.2pp | 31.21%-22.7pp |
| Employer contribution / active EE | $400 | $1,993-79.9% | $4,674-91.4% | $2,726-85.3% |
| Participant deferral / active EE | $1,340 | $2,823-52.5% | $5,628-76.2% | $4,648-71.2% |
| Admin fee / account holder | $58 | $436-86.8% | $15,916-99.6% | $430-86.6% |