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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $113 |
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 | $53,477 | $52,467+1.9% | $57,196-6.5% | $55,167-3.1% |
| Participation rate | 50.2% | 75.8%-25.6pp | 75.3%-25.1pp | 69.0%-18.8pp |
| Annual return | 10.12% | 7.72%+2.4pp | 14.59%-4.5pp | 169.23%-159.1pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,357 | $2,830+54.0% | $3,096+40.7% | $3,054+42.7% |
| Admin fee / account holder | $1 | $269-99.7% | $3,141-100.0% | $504-99.8% |