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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,413 |
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 | $34,275 | $43,999-22.1% | $79,467-56.9% | $55,725-38.5% |
| Participation rate | 50.8% | 66.9%-16.2pp | 73.3%-22.6pp | 70.9%-20.1pp |
| Annual return | -2.26% | 1.81%-4.1pp | 718.30%-720.6pp | 244.93%-247.2pp |
| Employer contribution / active EE | $239 | $1,830-86.9% | $2,800-91.5% | $2,078-88.5% |
| Participant deferral / active EE | $1,120 | $2,538-55.9% | $3,704-69.8% | $3,356-66.6% |
| Admin fee / account holder | $5 | $118-96.1% | $5,104-99.9% | $115-96.1% |