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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $315 |
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 | $23,942 | $62,928-62.0% | $172,753-86.1% | $67,582-64.6% |
| Participation rate | 51.6% | 64.5%-12.9pp | 82.6%-31.0pp | 71.3%-19.7pp |
| Annual return | 12.36% | 30.36%-18.0pp | 803.00%-790.6pp | 378.57%-366.2pp |
| Employer contribution / active EE | $592 | $1,636-63.8% | $5,144-88.5% | $2,148-72.5% |
| Participant deferral / active EE | $1,413 | $2,145-34.1% | $5,198-72.8% | $3,539-60.1% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |