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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,327 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,724 | $46,332-72.5% | $143,797-91.2% | $64,824-80.4% |
| Participation rate | 19.5% | 64.2%-44.8pp | 80.3%-60.9pp | 71.5%-52.0pp |
| Annual return | -10.63% | -10.05%-0.6pp | -0.04%-10.6pp | 32.84%-43.5pp |
| Employer contribution / active EE | $537 | $1,911-71.9% | $4,952-89.2% | $2,507-78.6% |
| Participant deferral / active EE | $679 | $2,647-74.4% | $5,638-88.0% | $4,311-84.3% |
| Admin fee / account holder | $10 | $154-93.4% | $14,679-99.9% | $188-94.6% |