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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,637 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,896 | $79,171-49.6% | $102,423-61.0% | $74,495-46.4% |
| Participation rate | 52.9% | 74.8%-21.9pp | 76.5%-23.6pp | 67.2%-14.3pp |
| Annual return | 10.42% | 54.93%-44.5pp | 29.32%-18.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $914 | $2,362-61.3% | $3,023-69.8% | $2,623-65.2% |
| Participant deferral / active EE | $2,700 | $4,415-38.8% | $5,053-46.6% | $4,346-37.9% |
| Admin fee / account holder | $216 | $2,001-89.2% | $9,451-97.7% | $1,942-88.9% |