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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,768 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,513 | $46,732-64.7% | $156,551-89.5% | $55,167-70.1% |
| Participation rate | 42.2% | 65.8%-23.6pp | 84.0%-41.8pp | 69.0%-26.8pp |
| Annual return | 4.00% | 17.72%-13.7pp | 32.23%-28.2pp | 169.23%-165.2pp |
| Employer contribution / active EE | $439 | $2,105-79.1% | $5,501-92.0% | $1,963-77.6% |
| Participant deferral / active EE | $714 | $2,204-67.6% | $4,871-85.3% | $3,054-76.6% |
| Admin fee / account holder | $32 | $418-92.3% | $13,028-99.8% | $504-93.6% |