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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,179 | $58,264-51.6% | $86,617-67.5% | $71,495-60.6% |
| Participation rate | 58.9% | 65.0%-6.1pp | 71.7%-12.8pp | 67.9%-9.1pp |
| Annual return | 7.51% | 21.63%-14.1pp | 591.91%-584.4pp | 28.85%-21.3pp |
| Employer contribution / active EE | $2,541 | $2,574-1.3% | $3,023-16.0% | $2,589-1.9% |
| Participant deferral / active EE | $1,353 | $3,436-60.6% | $4,437-69.5% | $4,291-68.5% |
| Admin fee / account holder | $1 | $1,057-99.9% | $5,613-100.0% | $1,588-99.9% |