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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,931 | $37,196+98.8% | $154,108-52.0% | $55,725+32.7% |
| Participation rate | 68.1% | 64.1%+4.0pp | 83.0%-14.9pp | 70.9%-2.7pp |
| Annual return | -1.50% | 1319.68%-1321.2pp | 735.21%-736.7pp | 244.93%-246.4pp |
| Employer contribution / active EE | $1,796 | $1,614+11.3% | $5,298-66.1% | $2,078-13.6% |
| Participant deferral / active EE | $3,497 | $2,068+69.1% | $5,081-31.2% | $3,356+4.2% |
| Admin fee / account holder | $41 | $102-59.4% | $13,411-99.7% | $115-64.2% |