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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $34,754 |
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 | $34,285 | $37,196-7.8% | $154,111-77.8% | $55,725-38.5% |
| Participation rate | 47.7% | 64.1%-16.4pp | 83.0%-35.3pp | 70.9%-23.2pp |
| Annual return | 9.75% | 1319.68%-1309.9pp | 735.18%-725.4pp | 244.93%-235.2pp |
| Employer contribution / active EE | $956 | $1,614-40.7% | $5,298-81.9% | $2,078-54.0% |
| Participant deferral / active EE | $1,985 | $2,068-4.0% | $5,081-60.9% | $3,356-40.8% |
| Admin fee / account holder | $93 | $102-8.5% | $13,411-99.3% | $115-19.3% |