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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $88 |
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.
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 | $10,511 | $62,928-83.3% | $172,752-93.9% | $67,579-84.4% |
| Participation rate | 21.5% | 64.5%-42.9pp | 82.6%-61.1pp | 71.3%-49.7pp |
| Annual return | 20.21% | 30.36%-10.1pp | 802.97%-782.8pp | 378.56%-358.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $241 | $2,145-88.8% | $5,198-95.4% | $3,539-93.2% |
| Admin fee / account holder | $0 | $167-99.7% | $13,955-100.0% | $142-99.7% |