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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORPORTATION Service code 13 · EIN 35-1140070 | Contract Administrator | $2,124 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,319 | $41,854-61.0% | $73,836-77.9% | $52,331-68.8% |
| Participation rate | 39.5% | 66.2%-26.8pp | 73.4%-34.0pp | 68.1%-28.6pp |
| Annual return | -1.02% | 2.11%-3.1pp | 2268.06%-2269.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $401 | $2,498-83.9% | $3,583-88.8% | $3,022-86.7% |
| Admin fee / account holder | $24 | $493-95.2% | $4,882-99.5% | $592-96.0% |