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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,234 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,082 | $55,453-47.6% | $170,435-82.9% | $62,293-53.3% |
| Participation rate | 18.3% | 66.4%-48.1pp | 83.6%-65.3pp | 69.5%-51.2pp |
| Annual return | 9.74% | 21.38%-11.6pp | 205.94%-196.2pp | 28.90%-19.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $377 | $2,303-83.6% | $4,939-92.4% | $3,169-88.1% |
| Admin fee / account holder | $38 | $455-91.7% | $13,881-99.7% | $479-92.1% |