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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,086 |
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.
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 | $14,931 | $54,368-72.5% | $117,039-87.2% | $62,293-76.0% |
| Participation rate | 41.6% | 64.9%-23.4pp | 77.2%-35.6pp | 69.5%-27.9pp |
| Annual return | 17.24% | 21.77%-4.5pp | 18.95%-1.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $923 | $2,269-59.3% | $3,929-76.5% | $3,169-70.9% |
| Admin fee / account holder | $130 | $493-73.7% | $5,974-97.8% | $479-72.9% |