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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $574 |
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 | $25,966 | $47,163-44.9% | $149,696-82.7% | $74,460-65.1% |
| Participation rate | 32.4% | 63.4%-31.0pp | 78.8%-46.3pp | 70.7%-38.3pp |
| Annual return | 9.80% | 22.75%-13.0pp | 134.46%-124.7pp | 34.38%-24.6pp |
| Employer contribution / active EE | $584 | $1,907-69.4% | $4,821-87.9% | $2,638-77.9% |
| Participant deferral / active EE | $1,398 | $2,730-48.8% | $5,682-75.4% | $4,530-69.1% |
| Admin fee / account holder | $1 | $343-99.8% | $13,212-100.0% | $348-99.8% |