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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,413 |
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 | $45,793 | $46,360-1.2% | $147,618-69.0% | $52,331-12.5% |
| Participation rate | 62.0% | 64.9%-3.0pp | 84.6%-22.7pp | 68.1%-6.1pp |
| Annual return | 2.96% | 1.62%+1.3pp | 61.98%-59.0pp | 4.54%-1.6pp |
| Employer contribution / active EE | $966 | $2,126-54.6% | $5,565-82.6% | $1,882-48.7% |
| Participant deferral / active EE | $2,293 | $2,258+1.6% | $4,895-53.2% | $3,022-24.1% |
| Admin fee / account holder | $36 | $766-95.3% | $11,612-99.7% | $592-94.0% |