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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $292 |
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 | $28,523 | $36,916-22.7% | $156,551-81.8% | $57,658-50.5% |
| Participation rate | 26.5% | 63.4%-36.9pp | 84.0%-57.5pp | 70.2%-43.7pp |
| Annual return | 6.45% | 12.38%-5.9pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $220 | $1,571-86.0% | $5,501-96.0% | $1,974-88.9% |
| Participant deferral / active EE | $835 | $1,926-56.7% | $4,871-82.9% | $3,061-72.7% |
| Admin fee / account holder | $0 | $82-99.7% | $13,028-100.0% | $95-99.7% |