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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,016 | $38,925-25.5% | $73,836-60.7% | $55,191-47.4% |
| Participation rate | 55.7% | 66.0%-10.3pp | 73.4%-17.7pp | 69.2%-13.4pp |
| Annual return | 0.81% | 6.31%-5.5pp | 2268.06%-2267.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $877 | $1,695-48.2% | $2,787-68.5% | $1,899-53.8% |
| Participant deferral / active EE | $1,255 | $2,351-46.6% | $3,583-65.0% | $3,046-58.8% |
| Admin fee / account holder | $7 | $83-92.1% | $4,882-99.9% | $91-92.8% |