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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $95 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,099 | $46,360-65.3% | $147,617-89.1% | $52,331-69.2% |
| Participation rate | 32.5% | 64.9%-32.5pp | 84.6%-52.1pp | 68.1%-35.6pp |
| Annual return | 1.44% | 1.62%-0.2pp | 61.98%-60.5pp | 4.54%-3.1pp |
| Employer contribution / active EE | $124 | $2,126-94.2% | $5,564-97.8% | $1,882-93.4% |
| Participant deferral / active EE | $883 | $2,258-60.9% | $4,895-82.0% | $3,022-70.8% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |