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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $459 |
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 | $26,128 | $51,226-49.0% | $82,744-68.4% | $66,938-61.0% |
| Participation rate | 69.9% | 67.9%+2.0pp | 72.6%-2.6pp | 69.8%+0.1pp |
| Annual return | -9.20% | -9.61%+0.4pp | 702.22%-711.4pp | 1.58%-10.8pp |
| Employer contribution / active EE | $2,750 | $2,612+5.3% | $3,008-8.6% | $2,545+8.1% |
| Participant deferral / active EE | $1,624 | $3,460-53.1% | $4,395-63.1% | $4,238-61.7% |
| Admin fee / account holder | $2 | $416-99.5% | $5,325-100.0% | $594-99.7% |