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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,300 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,290 | $46,732-48.0% | $156,551-84.5% | $55,167-56.0% |
| Participation rate | 24.5% | 65.8%-41.3pp | 84.0%-59.5pp | 69.0%-44.4pp |
| Annual return | 8.91% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $380 | $2,105-82.0% | $5,501-93.1% | $1,963-80.7% |
| Participant deferral / active EE | $548 | $2,204-75.1% | $4,871-88.7% | $3,054-82.0% |
| Admin fee / account holder | $25 | $418-93.9% | $13,028-99.8% | $504-95.0% |