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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,105 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,158 | $36,916-77.9% | $156,551-94.8% | $57,658-85.9% |
| Participation rate | 16.2% | 63.4%-47.3pp | 84.0%-67.9pp | 70.2%-54.1pp |
| Annual return | 6.17% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $184 | $1,926-90.4% | $4,871-96.2% | $3,061-94.0% |
| Admin fee / account holder | $103 | $82+24.6% | $13,028-99.2% | $95+8.7% |