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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,367 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,253 | $42,367-64.0% | $79,580-80.8% | $64,819-76.5% |
| Participation rate | 14.9% | 64.7%-49.8pp | 69.5%-54.6pp | 71.5%-56.6pp |
| Annual return | -13.89% | -12.23%-1.7pp | 0.15%-14.0pp | 32.84%-46.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $229 | $3,170-92.8% | $3,985-94.3% | $4,311-94.7% |
| Admin fee / account holder | $241 | $160+50.8% | $6,835-96.5% | $188+28.1% |