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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,088 |
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 | $30,573 | $55,453-44.9% | $170,435-82.1% | $62,293-50.9% |
| Participation rate | 18.3% | 66.4%-48.0pp | 83.6%-65.3pp | 69.5%-51.2pp |
| Annual return | 18.95% | 21.38%-2.4pp | 205.94%-187.0pp | 28.90%-9.9pp |
| Employer contribution / active EE | $338 | $2,164-84.4% | $5,432-93.8% | $2,042-83.5% |
| Participant deferral / active EE | $482 | $2,303-79.1% | $4,939-90.2% | $3,169-84.8% |
| Admin fee / account holder | $68 | $455-85.1% | $13,881-99.5% | $479-85.8% |