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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,647 |
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 | $20,485 | $46,173-55.6% | $170,435-88.0% | $69,631-70.6% |
| Participation rate | 44.7% | 63.9%-19.2pp | 83.6%-38.9pp | 70.7%-26.0pp |
| Annual return | 16.36% | 21.62%-5.3pp | 205.94%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $886 | $2,080-57.4% | $4,939-82.1% | $3,224-72.5% |
| Admin fee / account holder | $1 | $116-98.9% | $13,881-100.0% | $110-98.9% |