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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,899 | $46,732-14.6% | $156,551-74.5% | $55,167-27.7% |
| Participation rate | 39.0% | 65.8%-26.8pp | 84.0%-45.0pp | 69.0%-30.0pp |
| Annual return | 6.94% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $510 | $2,105-75.8% | $5,501-90.7% | $1,963-74.0% |
| Participant deferral / active EE | $1,321 | $2,204-40.1% | $4,871-72.9% | $3,054-56.7% |
| Admin fee / account holder | $24 | $418-94.1% | $13,028-99.8% | $504-95.1% |