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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,916 |
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 | $53,212 | $58,888-9.6% | $178,499-70.2% | $73,493-27.6% |
| Participation rate | 51.0% | 66.2%-15.2pp | 81.9%-30.9pp | 70.7%-19.7pp |
| Annual return | 20.71% | 24.86%-4.2pp | 151.10%-130.4pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,068 | $2,236-52.3% | $5,011-78.7% | $2,270-53.0% |
| Participant deferral / active EE | $3,975 | $2,568+54.8% | $5,202-23.6% | $3,740+6.3% |
| Admin fee / account holder | $33 | $400-91.8% | $13,986-99.8% | $513-93.6% |