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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $71,052 |
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.
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 | $38,246 | $68,408-44.1% | $57,196-33.1% | $57,658-33.7% |
| Participation rate | 52.5% | 79.1%-26.6pp | 75.3%-22.8pp | 70.2%-17.7pp |
| Annual return | 9.95% | 8.51%+1.4pp | 14.59%-4.6pp | 5.13%+4.8pp |
| Employer contribution / active EE | $834 | $2,869-70.9% | $2,683-68.9% | $1,974-57.7% |
| Participant deferral / active EE | $1,652 | $2,903-43.1% | $3,096-46.6% | $3,061-46.0% |
| Admin fee / account holder | $244 | $70+250.5% | $3,141-92.2% | $95+158.3% |