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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $157 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,534 | $50,919-24.3% | $155,556-75.2% | $77,762-50.4% |
| Participation rate | 24.6% | 63.1%-38.5pp | 78.2%-53.6pp | 70.6%-46.0pp |
| Annual return | 11.21% | 34.84%-23.6pp | 64.84%-53.6pp | 31.27%-20.1pp |
| Employer contribution / active EE | $260 | $1,991-87.0% | $4,675-94.4% | $2,728-90.5% |
| Participant deferral / active EE | $961 | $2,824-66.0% | $5,631-82.9% | $4,651-79.3% |
| Admin fee / account holder | $1 | $437-99.8% | $15,885-100.0% | $433-99.8% |