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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,321 | $36,916+95.9% | $156,551-53.8% | $57,658+25.4% |
| Participation rate | 69.6% | 63.4%+6.2pp | 84.0%-14.4pp | 70.2%-0.6pp |
| Annual return | 7.36% | 12.38%-5.0pp | 32.23%-24.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,757 | $1,571+11.9% | $5,501-68.1% | $1,974-11.0% |
| Participant deferral / active EE | $3,568 | $1,926+85.3% | $4,871-26.8% | $3,061+16.6% |
| Admin fee / account holder | $26 | $82-68.3% | $13,028-99.8% | $95-72.3% |