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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140090 | Contract Administrator | $38,736 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,032 | $92,055+65.2% | $106,213+43.1% | $77,643+95.8% |
| Participation rate | 50.0% | 81.0%-31.0pp | 75.3%-25.3pp | 70.6%-20.6pp |
| Annual return | 13.16% | 17.91%-4.7pp | 116.14%-103.0pp | 31.24%-18.1pp |
| Employer contribution / active EE | $839 | $3,367-75.1% | $3,171-73.6% | $2,726-69.2% |
| Participant deferral / active EE | $4,246 | $5,386-21.2% | $5,016-15.3% | $4,647-8.6% |
| Admin fee / account holder | $258 | $219+17.9% | $11,033-97.7% | $430-40.0% |