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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $553 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,727 | $62,928-6.7% | $172,755-66.0% | $67,579-13.1% |
| Participation rate | 18.9% | 64.5%-45.6pp | 82.6%-63.8pp | 71.3%-52.4pp |
| Annual return | 14.33% | 30.36%-16.0pp | 802.94%-788.6pp | 378.56%-364.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,528 | $2,145-28.7% | $5,198-70.6% | $3,539-56.8% |
| Admin fee / account holder | $0 | $167-100.0% | $13,955-100.0% | $142-100.0% |