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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,999 | $91,621-17.1% | $67,511+12.6% | $77,671-2.2% |
| Participation rate | 53.2% | 76.0%-22.8pp | 72.9%-19.7pp | 70.6%-17.4pp |
| Annual return | 8.98% | 14.87%-5.9pp | 3517.41%-3508.4pp | 31.21%-22.2pp |
| Employer contribution / active EE | $1,101 | $3,184-65.4% | $2,733-59.7% | $2,726-59.6% |
| Participant deferral / active EE | $2,269 | $3,906-41.9% | $4,000-43.3% | $4,648-51.2% |
| Admin fee / account holder | $177 | $176+0.6% | $3,999-95.6% | $430-58.8% |