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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,529 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,762 | $50,919-47.4% | $155,556-82.8% | $77,762-65.6% |
| Participation rate | 38.6% | 63.1%-24.5pp | 78.2%-39.6pp | 70.6%-32.0pp |
| Annual return | 8.83% | 34.84%-26.0pp | 64.84%-56.0pp | 31.27%-22.4pp |
| Employer contribution / active EE | $563 | $1,991-71.7% | $4,675-88.0% | $2,728-79.4% |
| Participant deferral / active EE | $1,687 | $2,824-40.3% | $5,631-70.0% | $4,651-63.7% |
| Admin fee / account holder | $9 | $437-98.0% | $15,885-99.9% | $433-98.0% |