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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,355 | $84,499-75.9% | $125,391-83.8% | $66,949-69.6% |
| Participation rate | 68.2% | 76.4%-8.2pp | 82.4%-14.2pp | 69.8%-1.6pp |
| Annual return | -15.82% | -8.49%-7.3pp | 572.41%-588.2pp | 1.57%-17.4pp |
| Employer contribution / active EE | $2,433 | $3,554-31.5% | $4,816-49.5% | $2,545-4.4% |
| Participant deferral / active EE | $2,330 | $6,785-65.7% | $7,448-68.7% | $4,239-45.0% |
| Admin fee / account holder | $81 | $685-88.1% | $10,009-99.2% | $594-86.3% |