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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,690 |
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 | $30,737 | $37,213-17.4% | $156,551-80.4% | $63,975-52.0% |
| Participation rate | 50.8% | 65.0%-14.1pp | 84.0%-33.2pp | 71.1%-20.3pp |
| Annual return | 5.76% | 47.89%-42.1pp | 32.23%-26.5pp | 48.65%-42.9pp |
| Employer contribution / active EE | $730 | $1,357-46.2% | $5,501-86.7% | $2,182-66.5% |
| Participant deferral / active EE | $1,721 | $2,070-16.9% | $4,871-64.7% | $3,356-48.7% |
| Admin fee / account holder | $4 | $56-92.5% | $13,028-100.0% | $70-94.0% |