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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $73,718 |
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 | $75,045 | $46,464+61.5% | $150,298-50.1% | $79,634-5.8% |
| Participation rate | 49.0% | 57.0%-8.0pp | 77.8%-28.8pp | 62.5%-13.5pp |
| Annual return | 11.35% | 27.89%-16.5pp | 62.79%-51.4pp | 36.46%-25.1pp |
| Employer contribution / active EE | $1,551 | $1,512+2.6% | $4,154-62.7% | $2,529-38.7% |
| Participant deferral / active EE | $3,643 | $2,157+68.9% | $5,453-33.2% | $3,835-5.0% |
| Admin fee / account holder | $132 | $891-85.2% | $14,116-99.1% | $1,002-86.8% |