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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,112 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,810 | $79,523-63.8% | $140,019-79.4% | $56,287-48.8% |
| Participation rate | 29.8% | 85.7%-56.0pp | 87.5%-57.7pp | 69.9%-40.1pp |
| Annual return | -3.13% | 2.39%-5.5pp | 651.15%-654.3pp | -9.96%+6.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,154 | $5,129-58.0% | $6,927-68.9% | $3,350-35.7% |
| Admin fee / account holder | $66 | $614-89.3% | $10,705-99.4% | $521-87.4% |