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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,890 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N. COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $6,874 |
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.
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 | $43,738 | $65,027-32.7% | $90,970-51.9% | $79,852-45.2% |
| Participation rate | 58.0% | 61.6%-3.6pp | 69.0%-11.0pp | 69.6%-11.6pp |
| Annual return | 16.76% | 30.45%-13.7pp | 134.58%-117.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,587 | $2,512-36.8% | $3,373-53.0% | $3,740-57.6% |
| Admin fee / account holder | $296 | $4,535-93.5% | $5,960-95.0% | $5,306-94.4% |