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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,147 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,259 | $67,166-47.5% | $57,343-38.5% | $55,191-36.1% |
| Participation rate | 49.7% | 77.7%-28.1pp | 75.1%-25.4pp | 69.2%-19.5pp |
| Annual return | 0.28% | 4.22%-3.9pp | 24.39%-24.1pp | 10.78%-10.5pp |
| Employer contribution / active EE | $915 | $2,812-67.5% | $2,689-66.0% | $1,899-51.8% |
| Participant deferral / active EE | $1,822 | $2,835-35.7% | $3,162-42.4% | $3,046-40.2% |
| Admin fee / account holder | $229 | $44+425.8% | $3,356-93.2% | $91+152.3% |