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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $22,647 |
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.
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 | $22,011 | $104,482-78.9% | $159,455-86.2% | $79,393-72.3% |
| Participation rate | 72.6% | 76.6%-4.0pp | 82.8%-10.2pp | 70.7%+1.9pp |
| Annual return | 13.65% | 67.96%-54.3pp | 263.63%-250.0pp | 116.87%-103.2pp |
| Employer contribution / active EE | $1,764 | $3,416-48.4% | $4,830-63.5% | $2,428-27.4% |
| Participant deferral / active EE | $1,859 | $6,467-71.3% | $7,353-74.7% | $4,046-54.1% |
| Admin fee / account holder | $83 | $711-88.3% | $10,800-99.2% | $627-86.7% |