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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,700 | $96,458-83.7% | $136,298-88.5% | $77,958-79.9% |
| Participation rate | 41.2% | 75.4%-34.2pp | 81.9%-40.7pp | 71.6%-30.4pp |
| Annual return | 16.62% | 23.78%-7.2pp | 5156.27%-5139.7pp | 20.87%-4.2pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,061 | $5,902-82.0% | $6,247-83.0% | $3,537-70.0% |
| Admin fee / account holder | $1 | $80-99.2% | $9,244-100.0% | $97-99.3% |