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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 | $91,692-17.1% | $67,561+12.5% | $77,714-2.2% |
| Participation rate | 53.2% | 76.0%-22.9pp | 72.9%-19.7pp | 70.6%-17.4pp |
| Annual return | 8.98% | 14.88%-5.9pp | 3525.44%-3516.5pp | 31.26%-22.3pp |
| Employer contribution / active EE | $1,101 | $3,188-65.4% | $2,735-59.7% | $2,727-59.6% |
| Participant deferral / active EE | $2,269 | $3,912-42.0% | $4,003-43.3% | $4,649-51.2% |
| Admin fee / account holder | $177 | $245-27.5% | $4,006-95.6% | $433-59.1% |