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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140090 | Contract Administrator | $30,870 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,667 | $81,908+33.9% | $90,749+20.8% | $64,808+69.2% |
| Participation rate | 53.9% | 80.5%-26.6pp | 75.7%-21.8pp | 71.5%-17.6pp |
| Annual return | -14.08% | -12.53%-1.5pp | -12.16%-1.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $820 | $3,065-73.2% | $2,921-71.9% | $2,506-67.3% |
| Participant deferral / active EE | $3,993 | $4,840-17.5% | $4,564-12.5% | $4,310-7.4% |
| Admin fee / account holder | $165 | $157+5.0% | $8,445-98.0% | $188-12.2% |