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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,961 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $48,627 | $46,732+4.1% | $156,551-68.9% | $55,167-11.9% |
| Participation rate | 48.0% | 65.8%-17.8pp | 84.0%-36.0pp | 69.0%-21.0pp |
| Annual return | 5.61% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $3 | $2,105-99.9% | $5,501-100.0% | $1,963-99.9% |
| Participant deferral / active EE | $2,162 | $2,204-1.9% | $4,871-55.6% | $3,054-29.2% |
| Admin fee / account holder | $222 | $418-47.0% | $13,028-98.3% | $504-56.0% |