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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $50,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,470 | $39,898-28.6% | $121,220-76.5% | $55,725-48.9% |
| Participation rate | 65.8% | 61.2%+4.5pp | 71.8%-6.0pp | 70.9%-5.1pp |
| Annual return | -4.25% | -0.96%-3.3pp | 16.94%-21.2pp | 244.93%-249.2pp |
| Employer contribution / active EE | $706 | $1,295-45.5% | $4,023-82.4% | $2,078-66.0% |
| Participant deferral / active EE | $2,035 | $2,439-16.5% | $3,345-39.2% | $3,356-39.3% |
| Admin fee / account holder | $206 | $95+116.7% | $5,021-95.9% | $115+79.0% |