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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,559 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $93,290 | $51,620+80.7% | $90,281+3.3% | $65,185+43.1% |
| Participation rate | 67.0% | 68.6%-1.7pp | 73.3%-6.3pp | 70.2%-3.2pp |
| Annual return | 6.09% | 24.94%-18.8pp | 78.10%-72.0pp | 29.38%-23.3pp |
| Employer contribution / active EE | $5,025 | $2,235+124.9% | $2,854+76.1% | $2,177+130.9% |
| Participant deferral / active EE | $2,123 | $2,871-26.0% | $3,885-45.4% | $3,514-39.6% |
| Admin fee / account holder | $43 | $384-88.9% | $5,351-99.2% | $847-95.0% |