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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,595 |
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.
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 | $17,987 | $37,117-51.5% | $147,617-87.8% | $55,191-67.4% |
| Participation rate | 46.4% | 63.6%-17.2pp | 84.6%-38.2pp | 69.2%-22.7pp |
| Annual return | 1.03% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $4 | $1,620-99.7% | $5,564-99.9% | $1,899-99.8% |
| Participant deferral / active EE | $1,004 | $1,985-49.4% | $4,895-79.5% | $3,046-67.0% |
| Admin fee / account holder | $1 | $86-98.3% | $11,612-100.0% | $91-98.4% |