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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,022 |
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).
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 | $19,462 | $36,916-47.3% | $156,551-87.6% | $57,658-66.2% |
| Participation rate | 30.9% | 63.4%-32.5pp | 84.0%-53.1pp | 70.2%-39.3pp |
| Annual return | 5.96% | 12.38%-6.4pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $141 | $1,571-91.0% | $5,501-97.4% | $1,974-92.9% |
| Participant deferral / active EE | $1,003 | $1,926-47.9% | $4,871-79.4% | $3,061-67.2% |
| Admin fee / account holder | $3 | $82-96.6% | $13,028-100.0% | $95-97.0% |