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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $762 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,372 | $37,117-77.4% | $147,617-94.3% | $55,191-84.8% |
| Participation rate | 60.4% | 63.6%-3.2pp | 84.6%-24.2pp | 69.2%-8.8pp |
| Annual return | 0.88% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $367 | $1,620-77.4% | $5,564-93.4% | $1,899-80.7% |
| Participant deferral / active EE | $471 | $1,985-76.3% | $4,895-90.4% | $3,046-84.5% |
| Admin fee / account holder | $1 | $86-98.6% | $11,612-100.0% | $91-98.7% |