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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,947 |
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 | $49,874 | $55,453-10.1% | $170,439-70.7% | $62,293-19.9% |
| Participation rate | 58.3% | 66.4%-8.0pp | 83.6%-25.3pp | 69.5%-11.2pp |
| Annual return | 9.20% | 21.38%-12.2pp | 205.94%-196.7pp | 28.90%-19.7pp |
| Employer contribution / active EE | $1,003 | $2,164-53.6% | $5,433-81.5% | $2,042-50.9% |
| Participant deferral / active EE | $2,414 | $2,303+4.8% | $4,939-51.1% | $3,169-23.8% |
| Admin fee / account holder | $52 | $455-88.7% | $13,881-99.6% | $479-89.2% |