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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,422 |
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 | $35,501 | $46,732-24.0% | $156,551-77.3% | $55,167-35.6% |
| Participation rate | 64.0% | 65.8%-1.8pp | 84.0%-20.0pp | 69.0%-5.0pp |
| Annual return | 3.22% | 17.72%-14.5pp | 32.23%-29.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $1,005 | $2,105-52.3% | $5,501-81.7% | $1,963-48.8% |
| Participant deferral / active EE | $2,761 | $2,204+25.3% | $4,871-43.3% | $3,054-9.6% |
| Admin fee / account holder | $224 | $418-46.5% | $13,028-98.3% | $504-55.6% |