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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,823 |
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).
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 | $27,026 | $52,961-49.0% | $172,752-84.4% | $65,185-58.5% |
| Participation rate | 21.5% | 66.2%-44.7pp | 82.6%-61.1pp | 70.2%-48.7pp |
| Annual return | 25.59% | 30.12%-4.5pp | 802.97%-777.4pp | 29.38%-3.8pp |
| Employer contribution / active EE | $351 | $2,190-84.0% | $5,144-93.2% | $2,177-83.9% |
| Participant deferral / active EE | $493 | $2,471-80.1% | $5,198-90.5% | $3,514-86.0% |
| Admin fee / account holder | $27 | $472-94.3% | $13,955-99.8% | $847-96.8% |