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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,667 | $81,948+33.8% | $90,760+20.8% | $64,819+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 | 32.84%-46.9pp |
| Employer contribution / active EE | $820 | $3,067-73.3% | $2,922-71.9% | $2,507-67.3% |
| Participant deferral / active EE | $3,993 | $4,844-17.6% | $4,565-12.5% | $4,311-7.4% |
| Admin fee / account holder | $165 | $157+5.0% | $8,444-98.0% | $188-12.2% |