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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,327 | $65,125-41.1% | $143,797-73.3% | $66,949-42.8% |
| Participation rate | 36.4% | 65.2%-28.8pp | 80.3%-44.0pp | 69.8%-33.5pp |
| Annual return | -16.69% | -11.13%-5.6pp | -0.04%-16.6pp | 1.57%-18.3pp |
| Employer contribution / active EE | $605 | $2,362-74.4% | $4,952-87.8% | $2,545-76.2% |
| Participant deferral / active EE | $1,661 | $2,920-43.1% | $5,638-70.5% | $4,239-60.8% |
| Admin fee / account holder | $104 | $503-79.4% | $14,679-99.3% | $594-82.5% |