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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,547 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,665 | $56,485-52.8% | $185,823-85.7% | $86,799-69.3% |
| Participation rate | 37.2% | 65.5%-28.3pp | 81.7%-44.5pp | 72.3%-35.1pp |
| Annual return | 9.46% | 118.04%-108.6pp | 122.05%-112.6pp | 97.91%-88.4pp |
| Employer contribution / active EE | $1,066 | $1,843-42.2% | $5,167-79.4% | $2,405-55.7% |
| Participant deferral / active EE | $2,978 | $2,553+16.6% | $5,568-46.5% | $4,131-27.9% |
| Admin fee / account holder | $5 | $150-96.5% | $16,237-100.0% | $170-96.9% |