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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,457 | $46,332+90.9% | $143,797-38.5% | $64,824+36.5% |
| Participation rate | 61.5% | 64.2%-2.7pp | 80.3%-18.8pp | 71.5%-9.9pp |
| Annual return | -9.38% | -10.05%+0.7pp | -0.04%-9.3pp | 32.84%-42.2pp |
| Employer contribution / active EE | $2,035 | $1,911+6.5% | $4,952-58.9% | $2,507-18.9% |
| Participant deferral / active EE | $4,082 | $2,647+54.2% | $5,638-27.6% | $4,311-5.3% |
| Admin fee / account holder | $81 | $154-47.1% | $14,679-99.4% | $188-56.6% |