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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $166 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,291 | $58,895-55.4% | $178,503-85.3% | $73,497-64.2% |
| Participation rate | 80.2% | 66.2%+14.0pp | 81.9%-1.7pp | 70.7%+9.6pp |
| Annual return | 16.06% | 24.86%-8.8pp | 151.12%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $223 | $2,236-90.0% | $5,011-95.6% | $2,270-90.2% |
| Participant deferral / active EE | $2,781 | $2,567+8.3% | $5,202-46.6% | $3,740-25.6% |
| Admin fee / account holder | $0 | $400-99.9% | $13,987-100.0% | $513-99.9% |