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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,757 |
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.
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 | $30,117 | $45,324-33.6% | $122,354-75.4% | $69,631-56.7% |
| Participation rate | 65.3% | 59.9%+5.4pp | 71.6%-6.3pp | 70.7%-5.3pp |
| Annual return | 10.78% | 25.35%-14.6pp | 30.28%-19.5pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $668 | $1,230-45.7% | $4,051-83.5% | $2,032-67.1% |
| Participant deferral / active EE | $1,860 | $2,367-21.4% | $3,287-43.4% | $3,224-42.3% |
| Admin fee / account holder | $226 | $87+160.2% | $5,479-95.9% | $110+105.0% |