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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,623 |
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 | $26,819 | $55,453-51.6% | $170,435-84.3% | $62,293-56.9% |
| Participation rate | 60.7% | 66.4%-5.6pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 9.10% | 21.38%-12.3pp | 205.94%-196.8pp | 28.90%-19.8pp |
| Employer contribution / active EE | $966 | $2,164-55.4% | $5,432-82.2% | $2,042-52.7% |
| Participant deferral / active EE | $2,456 | $2,303+6.6% | $4,939-50.3% | $3,169-22.5% |
| Admin fee / account holder | $181 | $455-60.3% | $13,881-98.7% | $479-62.3% |