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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,750 | $50,820-78.8% | $155,567-93.1% | $77,671-86.2% |
| Participation rate | 12.1% | 63.1%-51.1pp | 78.2%-66.1pp | 70.6%-58.5pp |
| Annual return | 13.95% | 34.85%-20.9pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $148 | $2,823-94.8% | $5,628-97.4% | $4,648-96.8% |
| Admin fee / account holder | $13 | $436-97.0% | $15,916-99.9% | $430-96.9% |