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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,626 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,572 | $46,332-81.5% | $143,797-94.0% | $64,824-86.8% |
| Participation rate | 66.7% | 64.2%+2.5pp | 80.3%-13.6pp | 71.5%-4.8pp |
| Annual return | -17.78% | -10.05%-7.7pp | -0.04%-17.7pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,982 | $1,911+3.7% | $4,952-60.0% | $2,507-21.0% |
| Participant deferral / active EE | $1,119 | $2,647-57.7% | $5,638-80.2% | $4,311-74.0% |
| Admin fee / account holder | $31 | $154-80.0% | $14,679-99.8% | $188-83.6% |