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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,383 | $37,196-26.4% | $154,108-82.2% | $55,725-50.9% |
| Participation rate | 34.8% | 64.1%-29.3pp | 83.0%-48.2pp | 70.9%-36.1pp |
| Annual return | -2.29% | 1319.68%-1322.0pp | 735.21%-737.5pp | 244.93%-247.2pp |
| Employer contribution / active EE | $244 | $1,614-84.9% | $5,298-95.4% | $2,078-88.3% |
| Participant deferral / active EE | $954 | $2,068-53.9% | $5,081-81.2% | $3,356-71.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |