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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,080 | $47,977-8.1% | $154,111-71.4% | $56,287-21.7% |
| Participation rate | 45.9% | 66.2%-20.3pp | 83.0%-37.1pp | 69.9%-24.0pp |
| Annual return | -4.08% | 3.54%-7.6pp | 735.18%-739.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,399 | $2,169-35.5% | $5,298-73.6% | $2,111-33.7% |
| Participant deferral / active EE | $4,062 | $2,392+69.8% | $5,081-20.1% | $3,350+21.3% |
| Admin fee / account holder | $33 | $438-92.5% | $13,411-99.8% | $521-93.7% |