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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $353 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,723 | $44,873-82.8% | $79,467-90.3% | $56,289-86.3% |
| Participation rate | 60.1% | 68.7%-8.6pp | 73.3%-13.2pp | 69.9%-9.7pp |
| Annual return | -4.46% | 0.81%-5.3pp | 718.30%-722.8pp | -9.96%+5.5pp |
| Employer contribution / active EE | $774 | $2,140-63.8% | $2,800-72.4% | $2,111-63.4% |
| Participant deferral / active EE | $1,107 | $2,746-59.7% | $3,704-70.1% | $3,350-66.9% |
| Admin fee / account holder | $1 | $418-99.8% | $5,104-100.0% | $521-99.9% |