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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $16,960 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $33,656 | $44,221-23.9% | $121,220-72.2% | $56,289-40.2% |
| Participation rate | 60.0% | 61.1%-1.1pp | 71.8%-11.8pp | 69.9%-9.9pp |
| Annual return | -5.09% | -3.58%-1.5pp | 16.94%-22.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $996 | $1,480-32.7% | $4,023-75.3% | $2,111-52.8% |
| Participant deferral / active EE | $1,572 | $2,521-37.7% | $3,345-53.0% | $3,350-53.1% |
| Admin fee / account holder | $112 | $480-76.7% | $5,021-97.8% | $521-78.5% |