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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $920 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,457 | $52,293-32.2% | $178,486-80.1% | $73,412-51.7% |
| Participation rate | 31.0% | 65.3%-34.3pp | 81.9%-50.9pp | 72.2%-41.2pp |
| Annual return | 13.19% | 34.75%-21.6pp | 151.08%-137.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $251 | $1,735-85.5% | $5,011-95.0% | $2,234-88.7% |
| Participant deferral / active EE | $1,012 | $2,332-56.6% | $5,202-80.5% | $3,806-73.4% |
| Admin fee / account holder | $4 | $127-96.8% | $13,985-100.0% | $158-97.4% |