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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $69,770 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,034 | $70,083-35.7% | $59,883-24.8% | $55,725-19.2% |
| Participation rate | 56.8% | 78.4%-21.5pp | 74.7%-17.9pp | 70.9%-14.0pp |
| Annual return | -5.64% | 3.13%-8.8pp | 3.46%-9.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,007 | $2,878-65.0% | $2,722-63.0% | $2,078-51.5% |
| Participant deferral / active EE | $2,038 | $3,079-33.8% | $3,402-40.1% | $3,356-39.3% |
| Admin fee / account holder | $224 | $70+219.1% | $3,591-93.8% | $115+94.8% |