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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,594 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,354 | $39,859-66.5% | $78,676-83.0% | $57,658-76.8% |
| Participation rate | 24.1% | 66.1%-42.0pp | 73.6%-49.5pp | 70.2%-46.1pp |
| Annual return | 7.26% | 18.96%-11.7pp | 62.19%-54.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $321 | $1,786-82.0% | $2,850-88.7% | $1,974-83.7% |
| Participant deferral / active EE | $431 | $2,248-80.8% | $3,517-87.7% | $3,061-85.9% |
| Admin fee / account holder | $13 | $76-83.1% | $4,510-99.7% | $95-86.4% |