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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,161 | $50,919-50.6% | $155,556-83.8% | $77,762-67.6% |
| Participation rate | 30.0% | 63.1%-33.1pp | 78.2%-48.2pp | 70.6%-40.6pp |
| Annual return | 11.93% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.3pp |
| Employer contribution / active EE | $418 | $1,991-79.0% | $4,675-91.1% | $2,728-84.7% |
| Participant deferral / active EE | $1,419 | $2,824-49.8% | $5,631-74.8% | $4,651-69.5% |
| Admin fee / account holder | $98 | $437-77.5% | $15,885-99.4% | $433-77.3% |