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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,303 |
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.
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 | $79,224 | $46,173+71.6% | $170,435-53.5% | $69,631+13.8% |
| Participation rate | 66.0% | 63.9%+2.1pp | 83.6%-17.6pp | 70.7%-4.7pp |
| Annual return | 11.04% | 21.62%-10.6pp | 205.94%-194.9pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $1,680 | $1,610+4.4% | $5,432-69.1% | $2,032-17.3% |
| Participant deferral / active EE | $3,256 | $2,080+56.5% | $4,939-34.1% | $3,224+1.0% |
| Admin fee / account holder | $37 | $116-67.9% | $13,881-99.7% | $110-66.3% |