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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,750 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,781 | $47,180+103.0% | $149,723-36.0% | $74,473+28.6% |
| Participation rate | 60.0% | 63.4%-3.4pp | 78.8%-18.8pp | 70.7%-10.7pp |
| Annual return | 12.17% | 22.75%-10.6pp | 134.50%-122.3pp | 34.36%-22.2pp |
| Employer contribution / active EE | $1,997 | $1,907+4.7% | $4,821-58.6% | $2,638-24.3% |
| Participant deferral / active EE | $4,187 | $2,730+53.4% | $5,682-26.3% | $4,530-7.6% |
| Admin fee / account holder | $66 | $343-80.9% | $13,215-99.5% | $347-81.1% |