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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $11,997 |
UNUM LIFE INS. CO. OF AMERICA1+ years Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $27,277 | $182,036-85.0% | $100,671-72.9% | - |
| Participation rate | 68.7% | 58.6%+10.1pp | 70.7%-2.0pp | - |
| Annual return | -0.25% | -3.13%+2.9pp | 20.43%-20.7pp | - |
| Employer contribution / active EE | $1,314 | $754+74.2% | $4,012-67.2% | - |
| Participant deferral / active EE | $2,603 | $1,895+37.3% | $3,144-17.2% | - |
| Admin fee / account holder | $85 | $5,347-98.4% | $4,850-98.3% | - |