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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,835 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,598 | $62,544-75.1% | $129,207-87.9% | $199,593-92.2% |
| Participation rate | 81.2% | 56.8%+24.4pp | 69.6%+11.6pp | 72.0%+9.2pp |
| Annual return | 17.95% | 16.95%+1.0pp | 9417.33%-9399.4pp | 34.25%-16.3pp |
| Employer contribution / active EE | $333 | $2,394-86.1% | $4,153-92.0% | $3,034-89.0% |
| Participant deferral / active EE | $1,704 | $3,123-45.4% | $4,168-59.1% | $5,087-66.5% |
| Admin fee / account holder | $8 | $167-95.5% | $7,715-99.9% | $269-97.2% |