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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $60,220 |
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 | $26,281 | $59,312-55.7% | $149,696-82.4% | $103,590-74.6% |
| Participation rate | 22.3% | 70.3%-48.0pp | 78.8%-56.5pp | 73.3%-51.1pp |
| Annual return | 18.03% | 78.03%-60.0pp | 134.46%-116.4pp | 33.13%-15.1pp |
| Employer contribution / active EE | $151 | $2,187-93.1% | $4,821-96.9% | $3,213-95.3% |
| Participant deferral / active EE | $1,391 | $3,719-62.6% | $5,682-75.5% | $5,214-73.3% |
| Admin fee / account holder | $22 | $103-78.8% | $13,212-99.8% | $114-80.9% |