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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,731 |
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 | $23,781 | $68,544-65.3% | $115,752-79.5% | $69,631-65.8% |
| Participation rate | 65.0% | 74.0%-8.9pp | 77.8%-12.7pp | 70.7%-5.7pp |
| Annual return | 19.30% | 20.97%-1.7pp | 19.41%-0.1pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $3,512 | $2,400+46.3% | $3,492+0.6% | $2,032+72.8% |
| Participant deferral / active EE | $3,496 | $3,887-10.1% | $5,204-32.8% | $3,224+8.5% |
| Admin fee / account holder | $202 | $90+123.3% | $6,278-96.8% | $110+82.7% |