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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,121 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,582 | $65,820-76.3% | $108,745-85.7% | $57,658-73.0% |
| Participation rate | 52.0% | 72.7%-20.7pp | 77.7%-25.7pp | 70.2%-18.3pp |
| Annual return | 47.79% | 21.32%+26.5pp | 46.22%+1.6pp | 5.13%+42.7pp |
| Employer contribution / active EE | $2,185 | $2,285-4.4% | $3,323-34.2% | $1,974+10.7% |
| Participant deferral / active EE | $2,830 | $3,578-20.9% | $5,121-44.7% | $3,061-7.5% |
| Admin fee / account holder | $137 | $91+50.3% | $6,144-97.8% | $95+44.9% |