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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,277 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,022 | $47,078-70.2% | $100,671-86.1% | $55,191-74.6% |
| Participation rate | 33.1% | 58.0%-24.9pp | 70.7%-37.6pp | 69.2%-36.1pp |
| Annual return | -1.30% | 0.65%-1.9pp | 20.43%-21.7pp | 10.78%-12.1pp |
| Employer contribution / active EE | $296 | $1,065-72.2% | $4,012-92.6% | $1,899-84.4% |
| Participant deferral / active EE | $347 | $2,038-83.0% | $3,144-89.0% | $3,046-88.6% |
| Admin fee / account holder | $146 | $153-4.5% | $4,850-97.0% | $91+61.3% |