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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $497 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,322 | $55,470-56.2% | $155,556-84.4% | $74,478-67.3% |
| Participation rate | 24.0% | 61.9%-37.9pp | 78.2%-54.2pp | 67.2%-43.2pp |
| Annual return | 12.21% | 269.80%-257.6pp | 64.84%-52.6pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $366 | $2,267-83.9% | $4,675-92.2% | $2,626-86.1% |
| Participant deferral / active EE | $639 | $2,838-77.5% | $5,631-88.7% | $4,350-85.3% |
| Admin fee / account holder | $4 | $1,744-99.8% | $15,885-100.0% | $1,946-99.8% |