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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,355 | $84,487-75.9% | $125,339-83.8% | $66,914-69.6% |
| Participation rate | 68.2% | 76.4%-8.2pp | 82.4%-14.1pp | 69.8%-1.6pp |
| Annual return | -15.82% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,433 | $3,553-31.5% | $4,814-49.5% | $2,544-4.4% |
| Participant deferral / active EE | $2,330 | $6,781-65.6% | $7,446-68.7% | $4,237-45.0% |
| Admin fee / account holder | $81 | $685-88.1% | $10,010-99.2% | $593-86.3% |