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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,894 |
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 | $18,795 | $36,916-49.1% | $156,551-88.0% | $57,658-67.4% |
| Participation rate | 42.1% | 63.4%-21.3pp | 84.0%-41.9pp | 70.2%-28.1pp |
| Annual return | 11.28% | 12.38%-1.1pp | 32.23%-20.9pp | 5.13%+6.1pp |
| Employer contribution / active EE | $1 | $1,571-99.9% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $843 | $1,926-56.2% | $4,871-82.7% | $3,061-72.5% |
| Admin fee / account holder | $1 | $82-98.7% | $13,028-100.0% | $95-98.8% |