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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,659 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,835 | $37,196-65.5% | $154,108-91.7% | $55,725-77.0% |
| Participation rate | 29.1% | 64.1%-35.0pp | 83.0%-53.9pp | 70.9%-41.7pp |
| Annual return | -4.21% | 1319.68%-1323.9pp | 735.21%-739.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $187 | $1,614-88.4% | $5,298-96.5% | $2,078-91.0% |
| Participant deferral / active EE | $1,130 | $2,068-45.4% | $5,081-77.8% | $3,356-66.3% |
| Admin fee / account holder | $30 | $102-70.1% | $13,411-99.8% | $115-73.6% |