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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9 |
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.
Annual investment return 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 | $19,294 | $43,423-55.6% | $78,676-75.5% | $55,167-65.0% |
| Participation rate | 63.3% | 68.0%-4.7pp | 73.6%-10.3pp | 69.0%-5.7pp |
| Annual return | 4.74% | 11.53%-6.8pp | 62.19%-57.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $1,456 | $1,997-27.1% | $2,850-48.9% | $1,963-25.8% |
| Participant deferral / active EE | $583 | $2,509-76.8% | $3,517-83.4% | $3,054-80.9% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |