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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $859 |
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 | $23,354 | $36,916-36.7% | $156,551-85.1% | $57,658-59.5% |
| Participation rate | 34.0% | 63.4%-29.5pp | 84.0%-50.1pp | 70.2%-36.3pp |
| Annual return | 4.96% | 12.38%-7.4pp | 32.23%-27.3pp | 5.13%-0.2pp |
| Employer contribution / active EE | $214 | $1,571-86.4% | $5,501-96.1% | $1,974-89.2% |
| Participant deferral / active EE | $814 | $1,926-57.7% | $4,871-83.3% | $3,061-73.4% |
| Admin fee / account holder | $4 | $82-94.6% | $13,028-100.0% | $95-95.3% |