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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 49 | Other Services | $7,914 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,979 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,065 | $44,873-41.9% | $79,467-67.2% | $56,289-53.7% |
| Participation rate | 34.3% | 68.7%-34.4pp | 73.3%-39.0pp | 69.9%-35.5pp |
| Annual return | -2.65% | 0.81%-3.5pp | 718.30%-721.0pp | -9.96%+7.3pp |
| Employer contribution / active EE | $9 | $2,140-99.6% | $2,800-99.7% | $2,111-99.6% |
| Participant deferral / active EE | $1,455 | $2,746-47.0% | $3,704-60.7% | $3,350-56.6% |
| Admin fee / account holder | $53 | $418-87.3% | $5,104-99.0% | $521-89.8% |