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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $70 |
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 | $11,806 | $56,540-79.1% | $185,849-93.6% | $86,821-86.4% |
| Participation rate | 19.6% | 65.5%-45.9pp | 81.7%-62.1pp | 72.3%-52.7pp |
| Annual return | 16.94% | 118.20%-101.3pp | 122.10%-105.2pp | 97.94%-81.0pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $255 | $2,555-90.0% | $5,569-95.4% | $4,132-93.8% |
| Admin fee / account holder | $0 | $150-100.0% | $16,244-100.0% | $170-100.0% |