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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,881 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,583 | $91,190-86.2% | $178,490-93.0% | $79,858-84.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.51% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,870 | $3,256-42.6% | $5,011-62.7% | $2,471-24.3% |
| Participant deferral / active EE | $626 | $3,236-80.7% | $5,202-88.0% | $3,740-83.3% |
| Admin fee / account holder | $117 | $6,751-98.3% | $13,984-99.2% | $5,306-97.8% |