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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,318 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,144 | $44,989-24.1% | $170,435-80.0% | $77,958-56.2% |
| Participation rate | 50.8% | 64.6%-13.8pp | 83.6%-32.8pp | 71.6%-20.8pp |
| Annual return | 10.16% | 19.61%-9.5pp | 205.94%-195.8pp | 20.87%-10.7pp |
| Employer contribution / active EE | $744 | $1,466-49.2% | $5,432-86.3% | $2,310-67.8% |
| Participant deferral / active EE | $1,843 | $2,208-16.5% | $4,939-62.7% | $3,537-47.9% |
| Admin fee / account holder | $7 | $69-90.0% | $13,881-100.0% | $97-92.9% |