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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,563 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,325 | $58,344-18.9% | $98,506-52.0% | $86,821-45.5% |
| Participation rate | 59.6% | 68.4%-8.8pp | 73.3%-13.7pp | 72.3%-12.7pp |
| Annual return | 10.65% | 43.47%-32.8pp | 1494.92%-1484.3pp | 97.94%-87.3pp |
| Employer contribution / active EE | $1,197 | $2,008-40.4% | $2,961-59.6% | $2,406-50.2% |
| Participant deferral / active EE | $1,745 | $3,156-44.7% | $4,277-59.2% | $4,132-57.8% |
| Admin fee / account holder | $143 | $138+3.5% | $5,955-97.6% | $170-15.9% |