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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,529 |
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 | $26,762 | $50,815-47.3% | $155,509-82.8% | $77,643-65.5% |
| Participation rate | 38.6% | 63.1%-24.5pp | 78.2%-39.6pp | 70.6%-32.0pp |
| Annual return | 8.83% | 34.80%-26.0pp | 64.67%-55.8pp | 31.24%-22.4pp |
| Employer contribution / active EE | $563 | $1,993-71.8% | $4,672-88.0% | $2,726-79.4% |
| Participant deferral / active EE | $1,687 | $2,822-40.2% | $5,626-70.0% | $4,647-63.7% |
| Admin fee / account holder | $9 | $437-98.0% | $15,912-99.9% | $430-98.0% |