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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $28,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,228 | $46,173-36.7% | $170,435-82.9% | $69,631-58.0% |
| Participation rate | 47.3% | 63.9%-16.6pp | 83.6%-36.3pp | 70.7%-23.4pp |
| Annual return | 15.26% | 21.62%-6.4pp | 205.94%-190.7pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $811 | $1,610-49.6% | $5,432-85.1% | $2,032-60.1% |
| Participant deferral / active EE | $1,666 | $2,080-19.9% | $4,939-66.3% | $3,224-48.3% |
| Admin fee / account holder | $77 | $116-33.2% | $13,881-99.4% | $110-29.9% |