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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,393 | $54,237-29.2% | $90,324-57.5% | $67,582-43.2% |
| Participation rate | 67.8% | 68.6%-0.8pp | 73.3%-5.5pp | 71.3%-3.5pp |
| Annual return | 13.47% | 37.27%-23.8pp | 78.15%-64.7pp | 378.57%-365.1pp |
| Employer contribution / active EE | $672 | $1,846-63.6% | $2,856-76.5% | $2,148-68.7% |
| Participant deferral / active EE | $994 | $2,625-62.1% | $3,885-74.4% | $3,539-71.9% |
| Admin fee / account holder | $105 | $123-14.8% | $5,356-98.0% | $142-26.1% |