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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,565 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,406 | $82,523-82.5% | $115,752-87.6% | $70,126-79.5% |
| Participation rate | 69.7% | 74.0%-4.3pp | 77.8%-8.1pp | 69.5%+0.1pp |
| Annual return | 15.09% | 28.22%-13.1pp | 19.41%-4.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $923 | $2,758-66.5% | $3,492-73.6% | $2,343-60.6% |
| Participant deferral / active EE | $1,307 | $4,062-67.8% | $5,204-74.9% | $3,332-60.8% |
| Admin fee / account holder | $181 | $4,552-96.0% | $6,278-97.1% | $4,645-96.1% |