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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,605 | $37,196-44.6% | $154,108-86.6% | $55,725-63.0% |
| Participation rate | 49.7% | 64.1%-14.4pp | 83.0%-33.4pp | 70.9%-21.2pp |
| Annual return | -1.68% | 1319.68%-1321.4pp | 735.21%-736.9pp | 244.93%-246.6pp |
| Employer contribution / active EE | $519 | $1,614-67.9% | $5,298-90.2% | $2,078-75.0% |
| Participant deferral / active EE | $1,254 | $2,068-39.3% | $5,081-75.3% | $3,356-62.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |