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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,344 | $60,504-46.5% | $81,882-60.5% | $74,478-56.6% |
| Participation rate | 50.7% | 62.9%-12.2pp | 72.4%-21.7pp | 67.2%-16.5pp |
| Annual return | 17.96% | 16.91%+1.1pp | 779.47%-761.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $2,075 | $2,627-21.0% | $2,916-28.8% | $2,626-21.0% |
| Participant deferral / active EE | $1,077 | $3,400-68.3% | $4,323-75.1% | $4,350-75.3% |
| Admin fee / account holder | $13 | $1,492-99.1% | $7,360-99.8% | $1,946-99.3% |