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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,274 |
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 | $8,035 | $46,173-82.6% | $170,435-95.3% | $69,631-88.5% |
| Participation rate | 18.8% | 63.9%-45.1pp | 83.6%-64.8pp | 70.7%-51.9pp |
| Annual return | 13.14% | 21.62%-8.5pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $267 | $2,080-87.2% | $4,939-94.6% | $3,224-91.7% |
| Admin fee / account holder | $95 | $116-18.4% | $13,881-99.3% | $110-14.3% |