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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,404 | $46,360-4.2% | $147,617-69.9% | $52,331-15.1% |
| Participation rate | 34.5% | 64.9%-30.5pp | 84.6%-50.2pp | 68.1%-33.7pp |
| Annual return | 0.84% | 1.62%-0.8pp | 61.98%-61.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $477 | $2,126-77.6% | $5,564-91.4% | $1,882-74.7% |
| Participant deferral / active EE | $1,733 | $2,258-23.2% | $4,895-64.6% | $3,022-42.6% |
| Admin fee / account holder | $26 | $766-96.5% | $11,612-99.8% | $592-95.5% |