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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $352 |
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 | $20,683 | $36,916-44.0% | $156,551-86.8% | $57,658-64.1% |
| Participation rate | 47.8% | 63.4%-15.6pp | 84.0%-36.2pp | 70.2%-22.4pp |
| Annual return | 4.94% | 12.38%-7.4pp | 32.23%-27.3pp | 5.13%-0.2pp |
| Employer contribution / active EE | $519 | $1,571-67.0% | $5,501-90.6% | $1,974-73.7% |
| Participant deferral / active EE | $1,085 | $1,926-43.7% | $4,871-77.7% | $3,061-64.6% |
| Admin fee / account holder | $0 | $82-99.5% | $13,028-100.0% | $95-99.6% |