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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,244 |
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.
Annual investment return 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 | $30,588 | $54,237-43.6% | $90,324-66.1% | $67,582-54.7% |
| Participation rate | 39.1% | 68.6%-29.5pp | 73.3%-34.2pp | 71.3%-32.2pp |
| Annual return | 12.56% | 37.27%-24.7pp | 78.15%-65.6pp | 378.57%-366.0pp |
| Employer contribution / active EE | $308 | $1,846-83.3% | $2,856-89.2% | $2,148-85.7% |
| Participant deferral / active EE | $1,154 | $2,625-56.0% | $3,885-70.3% | $3,539-67.4% |
| Admin fee / account holder | $12 | $123-90.5% | $5,356-99.8% | $142-91.8% |