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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,082 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,267 | $41,281-38.8% | $109,313-76.9% | $57,658-56.2% |
| Participation rate | 66.6% | 59.3%+7.2pp | 71.3%-4.7pp | 70.2%-3.7pp |
| Annual return | 6.23% | 8.97%-2.7pp | 22.07%-15.8pp | 5.13%+1.1pp |
| Employer contribution / active EE | $672 | $1,201-44.1% | $3,892-82.7% | $1,974-65.9% |
| Participant deferral / active EE | $1,876 | $2,223-15.6% | $3,166-40.7% | $3,061-38.7% |
| Admin fee / account holder | $185 | $75+145.7% | $5,666-96.7% | $95+95.6% |