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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $23,887 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,785 | $64,909-55.7% | $82,312-65.0% | $62,293-53.8% |
| Participation rate | 61.4% | 74.9%-13.5pp | 76.9%-15.5pp | 69.5%-8.2pp |
| Annual return | 15.40% | 21.18%-5.8pp | 25.88%-10.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,351 | $3,103-56.5% | $3,706-63.6% | $3,169-57.4% |
| Admin fee / account holder | $256 | $440-41.8% | $5,608-95.4% | $479-46.6% |