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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $150 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,856 | $52,967-43.6% | $172,753-82.7% | $65,186-54.2% |
| Participation rate | 32.7% | 66.2%-33.5pp | 82.6%-49.9pp | 70.2%-37.5pp |
| Annual return | 21.41% | 30.12%-8.7pp | 803.00%-781.6pp | 29.39%-8.0pp |
| Employer contribution / active EE | $183 | $2,190-91.6% | $5,144-96.4% | $2,177-91.6% |
| Participant deferral / active EE | $938 | $2,471-62.0% | $5,198-82.0% | $3,514-73.3% |
| Admin fee / account holder | $36 | $472-92.4% | $13,956-99.7% | $847-95.8% |