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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,043 |
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 | $27,619 | $47,648-42.0% | $130,660-78.9% | $67,579-59.1% |
| Participation rate | 68.7% | 60.4%+8.3pp | 71.7%-3.1pp | 71.3%-2.6pp |
| Annual return | 14.50% | 25.73%-11.2pp | 1709.29%-1694.8pp | 378.56%-364.1pp |
| Employer contribution / active EE | $888 | $1,408-37.0% | $4,092-78.3% | $2,148-58.7% |
| Participant deferral / active EE | $2,613 | $2,616-0.1% | $3,603-27.5% | $3,539-26.2% |
| Admin fee / account holder | $180 | $105+71.0% | $5,463-96.7% | $142+26.3% |