| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,832 |
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 | $106,238 | $50,169+111.8% | $149,740-29.1% | $80,187+32.5% |
| Participation rate | 16.6% | 64.3%-47.7pp | 78.8%-62.2pp | 72.9%-56.3pp |
| Annual return | 18.56% | 29.82%-11.3pp | 134.51%-115.9pp | 40.40%-21.8pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $49 | $153-67.7% | $13,222-99.6% | $145-66.0% |