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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $757 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,049 | $41,854-68.8% | $73,836-82.3% | $52,331-75.1% |
| Participation rate | 69.2% | 66.2%+3.0pp | 73.4%-4.2pp | 68.1%+1.1pp |
| Annual return | 0.27% | 2.11%-1.8pp | 2268.06%-2267.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $1,005 | $1,920-47.7% | $2,787-63.9% | $1,882-46.6% |
| Participant deferral / active EE | $1,432 | $2,498-42.7% | $3,583-60.0% | $3,022-52.6% |
| Admin fee / account holder | $4 | $493-99.3% | $4,882-99.9% | $592-99.4% |