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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,400 |
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.
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 | $27,862 | $52,293-46.7% | $178,499-84.4% | $73,412-62.0% |
| Participation rate | 25.4% | 65.3%-39.9pp | 81.9%-56.5pp | 72.2%-46.8pp |
| Annual return | 15.95% | 34.75%-18.8pp | 151.10%-135.2pp | 59.30%-43.3pp |
| Employer contribution / active EE | $123 | $1,735-92.9% | $5,011-97.5% | $2,234-94.5% |
| Participant deferral / active EE | $1,170 | $2,332-49.8% | $5,202-77.5% | $3,806-69.2% |
| Admin fee / account holder | $84 | $127-34.1% | $13,986-99.4% | $158-46.9% |