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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,954 | $37,117-27.4% | $147,617-81.7% | $55,191-51.2% |
| Participation rate | 29.4% | 63.6%-34.2pp | 84.6%-55.2pp | 69.2%-39.7pp |
| Annual return | 0.50% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $250 | $1,620-84.6% | $5,564-95.5% | $1,899-86.9% |
| Participant deferral / active EE | $1,065 | $1,985-46.4% | $4,895-78.3% | $3,046-65.1% |
| Admin fee / account holder | $1 | $86-99.1% | $11,612-100.0% | $91-99.1% |