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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $495 |
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 | $36,720 | $47,180-22.2% | $149,723-75.5% | $74,473-50.7% |
| Participation rate | 27.8% | 63.4%-35.6pp | 78.8%-51.0pp | 70.7%-43.0pp |
| Annual return | 12.78% | 22.75%-10.0pp | 134.50%-121.7pp | 34.36%-21.6pp |
| Employer contribution / active EE | $261 | $1,907-86.3% | $4,821-94.6% | $2,638-90.1% |
| Participant deferral / active EE | $987 | $2,730-63.8% | $5,682-82.6% | $4,530-78.2% |
| Admin fee / account holder | $2 | $343-99.6% | $13,215-100.0% | $347-99.6% |