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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,305 |
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 | $22,855 | $47,078-51.5% | $100,671-77.3% | $55,191-58.6% |
| Participation rate | 61.0% | 58.0%+3.0pp | 70.7%-9.7pp | 69.2%-8.2pp |
| Annual return | -0.54% | 0.65%-1.2pp | 20.43%-21.0pp | 10.78%-11.3pp |
| Employer contribution / active EE | $592 | $1,065-44.4% | $4,012-85.2% | $1,899-68.8% |
| Participant deferral / active EE | $1,593 | $2,038-21.9% | $3,144-49.3% | $3,046-47.7% |
| Admin fee / account holder | $189 | $153+23.1% | $4,850-96.1% | $91+107.8% |