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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Contract Administrator | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $42,316 | $64,807-34.7% | $79,476-46.8% | - |
| Participation rate | 62.2% | 63.3%-1.0pp | 73.3%-11.1pp | - |
| Annual return | -4.51% | -6.90%+2.4pp | 718.21%-722.7pp | - |
| Employer contribution / active EE | $2,083 | $2,603-20.0% | $2,800-25.6% | - |
| Participant deferral / active EE | $3,770 | $2,645+42.5% | $3,704+1.8% | - |
| Admin fee / account holder | $117 | $2,902-96.0% | $5,113-97.7% | - |