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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,341 |
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,688 | $75,388-83.2% | $123,549-89.7% | $55,725-77.2% |
| Participation rate | 83.5% | 75.7%+7.8pp | 82.3%+1.2pp | 70.9%+12.7pp |
| Annual return | 2.19% | 4.48%-2.3pp | 119.20%-117.0pp | 244.93%-242.7pp |
| Employer contribution / active EE | $1,622 | $3,063-47.0% | $4,628-65.0% | $2,078-21.9% |
| Participant deferral / active EE | $2,052 | $5,651-63.7% | $6,426-68.1% | $3,356-38.9% |
| Admin fee / account holder | $74 | $120-37.8% | $9,284-99.2% | $115-35.3% |