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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $130 |
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.
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 | $26,017 | $66,124-60.7% | $90,440-71.2% | $73,493-64.6% |
| Participation rate | 63.9% | 69.7%-5.8pp | 72.7%-8.8pp | 70.7%-6.8pp |
| Annual return | 10.84% | 17.65%-6.8pp | 1294.38%-1283.5pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,662 | $2,346-29.2% | $3,263-49.1% | $2,270-26.8% |
| Participant deferral / active EE | $737 | $3,039-75.8% | $3,964-81.4% | $3,740-80.3% |
| Admin fee / account holder | $0 | $396-100.0% | $5,615-100.0% | $513-100.0% |