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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 46802 | Contract Administrator | $4,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,608 | $46,732+8.3% | $156,551-67.7% | $55,167-8.3% |
| Participation rate | 60.2% | 65.8%-5.6pp | 84.0%-23.8pp | 69.0%-8.8pp |
| Annual return | 8.45% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $2,161 | $2,105+2.6% | $5,501-60.7% | $1,963+10.1% |
| Participant deferral / active EE | $2,056 | $2,204-6.7% | $4,871-57.8% | $3,054-32.7% |
| Admin fee / account holder | $26 | $418-93.7% | $13,028-99.8% | $504-94.8% |