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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $120,978 | $53,216+127.3% | $155,534-22.2% | $199,960-39.5% |
| Participation rate | 16.8% | 64.1%-47.3pp | 78.2%-61.5pp | 72.0%-55.2pp |
| Annual return | 15.99% | 41.18%-25.2pp | 64.92%-48.9pp | 34.28%-18.3pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,675-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $60 | $186-67.6% | $15,900-99.6% | $269-77.7% |