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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,944 | $37,196-76.0% | $154,108-94.2% | $55,725-84.0% |
| Participation rate | 29.4% | 64.1%-34.7pp | 83.0%-53.6pp | 70.9%-41.4pp |
| Annual return | -6.23% | 1319.68%-1325.9pp | 735.21%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $365 | $2,068-82.4% | $5,081-92.8% | $3,356-89.1% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |