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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,871 |
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 | $98,496 | $52,293+88.4% | $178,503-44.8% | $73,412+34.2% |
| Participation rate | 64.9% | 65.3%-0.5pp | 81.9%-17.0pp | 72.2%-7.3pp |
| Annual return | 12.80% | 34.75%-22.0pp | 151.12%-138.3pp | 59.30%-46.5pp |
| Employer contribution / active EE | $1,997 | $1,736+15.0% | $5,011-60.1% | $2,234-10.6% |
| Participant deferral / active EE | $3,836 | $2,333+64.4% | $5,202-26.3% | $3,806+0.8% |
| Admin fee / account holder | $68 | $127-46.9% | $13,987-99.5% | $158-57.2% |