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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,822 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,281 | $62,928-63.0% | $172,739-86.5% | $67,579-65.5% |
| Participation rate | 27.4% | 64.5%-37.1pp | 82.6%-55.3pp | 71.3%-43.9pp |
| Annual return | 21.70% | 30.36%-8.7pp | 802.84%-781.1pp | 378.56%-356.9pp |
| Employer contribution / active EE | $112 | $1,636-93.2% | $5,143-97.8% | $2,148-94.8% |
| Participant deferral / active EE | $1,125 | $2,145-47.5% | $5,198-78.4% | $3,539-68.2% |
| Admin fee / account holder | $66 | $167-60.3% | $13,954-99.5% | $142-53.5% |