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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $41,276 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,497 | $63,471-39.3% | $68,808-44.1% | $66,938-42.5% |
| Participation rate | 33.7% | 60.0%-26.3pp | 69.0%-35.3pp | 69.8%-36.1pp |
| Annual return | -11.44% | -8.29%-3.2pp | -6.37%-5.1pp | 1.58%-13.0pp |
| Employer contribution / active EE | $299 | $1,776-83.2% | $2,656-88.7% | $2,545-88.3% |
| Participant deferral / active EE | $1,826 | $2,946-38.0% | $3,942-53.7% | $4,238-56.9% |
| Admin fee / account holder | $265 | $578-54.2% | $4,936-94.6% | $594-55.4% |