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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46801 | Contract Administrator | $10,580 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Recordkeeping | $3,814 |
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.
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 | $17,939 | $73,102-75.5% | $123,549-85.5% | $56,287-68.1% |
| Participation rate | 59.3% | 74.3%-15.1pp | 82.3%-23.0pp | 69.9%-10.6pp |
| Annual return | -6.26% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $629 | $5,423-88.4% | $6,426-90.2% | $3,350-81.2% |
| Admin fee / account holder | $142 | $554-74.3% | $9,284-98.5% | $521-72.7% |