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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,628 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,095 | $65,908-49.8% | $81,812-59.5% | $77,643-57.4% |
| Participation rate | 29.0% | 65.8%-36.8pp | 72.3%-43.3pp | 70.6%-41.5pp |
| Annual return | 10.56% | 26.64%-16.1pp | 773.79%-763.2pp | 31.24%-20.7pp |
| Employer contribution / active EE | $939 | $2,370-60.4% | $2,912-67.8% | $2,726-65.6% |
| Participant deferral / active EE | $1,701 | $3,505-51.5% | $4,319-60.6% | $4,647-63.4% |
| Admin fee / account holder | $132 | $526-75.0% | $7,386-98.2% | $430-69.4% |