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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,629 |
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).
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 | $39,473 | $56,540-30.2% | $185,851-78.8% | $86,821-54.5% |
| Participation rate | 32.6% | 65.5%-32.9pp | 81.7%-49.1pp | 72.3%-39.7pp |
| Annual return | 11.41% | 118.20%-106.8pp | 122.11%-110.7pp | 97.94%-86.5pp |
| Employer contribution / active EE | $262 | $1,844-85.8% | $5,168-94.9% | $2,406-89.1% |
| Participant deferral / active EE | $1,039 | $2,555-59.3% | $5,569-81.3% | $4,132-74.9% |
| Admin fee / account holder | $6 | $150-95.9% | $16,245-100.0% | $170-96.4% |