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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,090 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,036 | $52,953-79.2% | $172,739-93.6% | $65,185-83.1% |
| Participation rate | 36.3% | 66.2%-29.9pp | 82.6%-46.4pp | 70.2%-33.9pp |
| Annual return | 26.19% | 30.12%-3.9pp | 802.84%-776.6pp | 29.38%-3.2pp |
| Employer contribution / active EE | $645 | $2,190-70.5% | $5,143-87.5% | $2,177-70.4% |
| Participant deferral / active EE | $1,216 | $2,471-50.8% | $5,198-76.6% | $3,514-65.4% |
| Admin fee / account holder | $24 | $472-94.9% | $13,954-99.8% | $847-97.2% |