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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NANTIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $17,654 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,086 | $37,117-45.9% | $147,618-86.4% | $55,191-63.6% |
| Participation rate | 36.7% | 63.6%-26.9pp | 84.6%-47.9pp | 69.2%-32.4pp |
| Annual return | -2.67% | 3.44%-6.1pp | 61.98%-64.7pp | 10.78%-13.5pp |
| Employer contribution / active EE | $322 | $1,620-80.2% | $5,565-94.2% | $1,899-83.1% |
| Participant deferral / active EE | $683 | $1,985-65.6% | $4,895-86.1% | $3,046-77.6% |
| Admin fee / account holder | $156 | $86+82.6% | $11,612-98.7% | $91+72.1% |