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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,547 |
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.
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 | $25,471 | $37,117-31.4% | $147,618-82.7% | $55,191-53.9% |
| Participation rate | 16.7% | 63.6%-46.9pp | 84.6%-67.9pp | 69.2%-52.4pp |
| Annual return | 0.95% | 3.44%-2.5pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $330 | $1,985-83.4% | $4,895-93.3% | $3,046-89.2% |
| Admin fee / account holder | $26 | $86-69.4% | $11,612-99.8% | $91-71.2% |