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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,216 |
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.
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 | $20,233 | $37,117-45.5% | $147,617-86.3% | $55,191-63.3% |
| Participation rate | 31.8% | 63.6%-31.8pp | 84.6%-52.8pp | 69.2%-37.3pp |
| Annual return | 0.26% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $211 | $1,620-87.0% | $5,564-96.2% | $1,899-88.9% |
| Participant deferral / active EE | $839 | $1,985-57.8% | $4,895-82.9% | $3,046-72.5% |
| Admin fee / account holder | $5 | $86-93.9% | $11,612-100.0% | $91-94.2% |