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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,750 | $50,815-78.8% | $155,509-93.1% | $77,643-86.2% |
| Participation rate | 12.1% | 63.1%-51.0pp | 78.2%-66.1pp | 70.6%-58.5pp |
| Annual return | 13.95% | 34.80%-20.9pp | 64.67%-50.7pp | 31.24%-17.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $148 | $2,822-94.8% | $5,626-97.4% | $4,647-96.8% |
| Admin fee / account holder | $13 | $437-97.0% | $15,912-99.9% | $430-96.9% |