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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,642 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,865 | $62,686-22.0% | $178,540-72.6% | $77,736-37.1% |
| Participation rate | 67.5% | 66.9%+0.6pp | 77.1%-9.6pp | 70.6%-3.1pp |
| Annual return | 8.53% | 16.16%-7.6pp | 27.15%-18.6pp | 31.26%-22.7pp |
| Employer contribution / active EE | $1,654 | $1,914-13.6% | $3,953-58.2% | $2,728-39.4% |
| Participant deferral / active EE | $3,491 | $4,224-17.3% | $6,281-44.4% | $4,651-24.9% |
| Admin fee / account holder | $160 | $386-58.6% | $10,424-98.5% | $433-63.1% |