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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,433 | $36,916+31.2% | $156,551-69.1% | $57,658-16.0% |
| Participation rate | 16.2% | 63.4%-47.3pp | 84.0%-67.9pp | 70.2%-54.1pp |
| Annual return | 5.65% | 12.38%-6.7pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,258 | $1,926-34.7% | $4,871-74.2% | $3,061-58.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |