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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,712 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,138 | $50,902+31.9% | $155,534-56.8% | $77,736-13.6% |
| Participation rate | 52.0% | 63.1%-11.1pp | 78.2%-26.2pp | 70.6%-18.6pp |
| Annual return | 10.28% | 34.85%-24.6pp | 64.92%-54.6pp | 31.26%-21.0pp |
| Employer contribution / active EE | $1,291 | $1,991-35.2% | $4,675-72.4% | $2,728-52.7% |
| Participant deferral / active EE | $2,396 | $2,824-15.2% | $5,630-57.4% | $4,651-48.5% |
| Admin fee / account holder | $64 | $437-85.3% | $15,900-99.6% | $433-85.2% |