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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $46,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,516 | $72,448-71.7% | $118,746-82.7% | $69,631-70.5% |
| Participation rate | 50.9% | 79.7%-28.8pp | 78.3%-27.4pp | 70.7%-19.8pp |
| Annual return | 24.74% | 19.06%+5.7pp | 24.54%+0.2pp | 27571.02%-27546.3pp |
| Employer contribution / active EE | $1,032 | $3,771-72.6% | $4,193-75.4% | $2,032-49.2% |
| Participant deferral / active EE | $2,282 | $4,943-53.8% | $5,332-57.2% | $3,224-29.2% |
| Admin fee / account holder | $161 | $99+62.7% | $10,720-98.5% | $110+45.6% |