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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $36,309 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,352 | $52,507+24.5% | $129,406-49.5% | $74,478-12.3% |
| Participation rate | 67.5% | 53.9%+13.6pp | 69.6%-2.1pp | 67.2%+0.3pp |
| Annual return | 14.15% | 15.64%-1.5pp | 9468.18%-9454.0pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,616 | $1,534+5.4% | $4,155-61.1% | $2,626-38.5% |
| Participant deferral / active EE | $3,025 | $2,801+8.0% | $4,167-27.4% | $4,350-30.5% |
| Admin fee / account holder | $217 | $2,639-91.8% | $7,689-97.2% | $1,946-88.9% |