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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $10,129 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,031 | $65,322-77.0% | $70,476-78.7% | $73,493-79.5% |
| Participation rate | 96.9% | 77.0%+20.0pp | 75.1%+21.9pp | 70.7%+26.2pp |
| Annual return | 9.01% | 15.71%-6.7pp | 109.12%-100.1pp | 28.51%-19.5pp |
| Employer contribution / active EE | $4,104 | $2,460+66.9% | $2,738+49.9% | $2,270+80.8% |
| Participant deferral / active EE | $2,557 | $3,375-24.2% | $3,710-31.1% | $3,740-31.6% |
| Admin fee / account holder | $42 | $214-80.2% | $3,847-98.9% | $513-91.8% |