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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATON Service code 13 · EIN 35-1140070 | Contract Administrator | $11,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,729 | $46,173-74.6% | $170,439-93.1% | $69,631-83.2% |
| Participation rate | 58.1% | 63.9%-5.8pp | 83.6%-25.5pp | 70.7%-12.6pp |
| Annual return | 16.44% | 21.62%-5.2pp | 205.94%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $448 | $1,610-72.2% | $5,433-91.8% | $2,032-77.9% |
| Participant deferral / active EE | $954 | $2,080-54.1% | $4,939-80.7% | $3,224-70.4% |
| Admin fee / account holder | $50 | $116-57.1% | $13,881-99.6% | $110-55.0% |