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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL LIFE INSURANCE Service code 13 · EIN 35-1140070 | Contract Administrator | $68,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,968 | $99,957+9.0% | $149,745-27.2% | $73,497+48.3% |
| Participation rate | 56.4% | 75.7%-19.3pp | 82.5%-26.1pp | 70.7%-14.3pp |
| Annual return | 15.64% | 53.87%-38.2pp | 276.72%-261.1pp | 28.51%-12.9pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,646-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,461 | $6,073-26.5% | $6,843-34.8% | $3,740+19.3% |
| Admin fee / account holder | $429 | $551-22.1% | $9,312-95.4% | $513-16.4% |