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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,175 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,849 | $58,888-81.6% | $178,499-93.9% | $73,493-85.2% |
| Participation rate | 55.1% | 66.2%-11.1pp | 81.9%-26.8pp | 70.7%-15.6pp |
| Annual return | 23.83% | 24.86%-1.0pp | 151.10%-127.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $1,014 | $2,236-54.7% | $5,011-79.8% | $2,270-55.3% |
| Participant deferral / active EE | $1,507 | $2,568-41.3% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $194 | $400-51.6% | $13,986-98.6% | $513-62.2% |