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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,810 | $69,159-62.7% | $125,195-79.4% | $67,582-61.8% |
| Participation rate | 50.2% | 78.2%-28.0pp | 79.8%-29.6pp | 71.3%-21.1pp |
| Annual return | 74.69% | 27.12%+47.6pp | 43.79%+30.9pp | 378.57%-303.9pp |
| Employer contribution / active EE | $590 | $2,023-70.8% | $3,866-84.7% | $2,148-72.5% |
| Participant deferral / active EE | $1,954 | $3,700-47.2% | $4,937-60.4% | $3,539-44.8% |
| Admin fee / account holder | $57 | $142-59.8% | $9,704-99.4% | $142-59.9% |