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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 | $60,305-46.4% | $81,780-60.5% | $74,400-56.5% |
| Participation rate | 50.7% | 62.9%-12.1pp | 72.4%-21.6pp | 67.2%-16.5pp |
| Annual return | 17.96% | 16.89%+1.1pp | 776.27%-758.3pp | 1367.51%-1349.6pp |
| Employer contribution / active EE | $2,075 | $2,623-20.9% | $2,914-28.8% | $2,624-20.9% |
| Participant deferral / active EE | $1,077 | $3,390-68.2% | $4,321-75.1% | $4,348-75.2% |
| Admin fee / account holder | $13 | $1,484-99.1% | $7,384-99.8% | $1,944-99.3% |