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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,294 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $10,882 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,151 | $81,537-76.5% | $149,721-87.2% | $69,631-72.5% |
| Participation rate | 86.6% | 86.1%+0.5pp | 87.1%-0.5pp | 70.7%+15.9pp |
| Annual return | 21.40% | 22.79%-1.4pp | 1501.67%-1480.3pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,444-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,399 | $4,994-52.0% | $6,568-63.5% | $3,224-25.6% |
| Admin fee / account holder | $53 | $107-50.6% | $11,282-99.5% | $110-52.2% |