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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,120 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,682 | $65,125-37.5% | $143,797-71.7% | $66,949-39.2% |
| Participation rate | 25.2% | 65.2%-40.0pp | 80.3%-55.1pp | 69.8%-44.6pp |
| Annual return | -6.24% | -11.13%+4.9pp | -0.04%-6.2pp | 1.57%-7.8pp |
| Employer contribution / active EE | $155 | $2,362-93.4% | $4,952-96.9% | $2,545-93.9% |
| Participant deferral / active EE | $1,082 | $2,920-63.0% | $5,638-80.8% | $4,239-74.5% |
| Admin fee / account holder | $13 | $503-97.4% | $14,679-99.9% | $594-97.8% |