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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $20,522 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,384 | $61,338-83.1% | $149,717-93.1% | $71,495-85.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 1610.31% | 35.86%+1574.5pp | 134.41%+1475.9pp | 28.85%+1581.5pp |
| Employer contribution / active EE | $1,410 | $2,381-40.8% | $4,820-70.8% | $2,589-45.6% |
| Participant deferral / active EE | $1,963 | $2,919-32.7% | $5,682-65.4% | $4,291-54.2% |
| Admin fee / account holder | $120 | $1,263-90.5% | $13,213-99.1% | $1,588-92.4% |