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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,830 | $43,133-19.2% | $89,400-61.0% | $73,493-52.6% |
| Participation rate | 20.3% | 55.0%-34.6pp | 68.0%-47.7pp | 70.7%-50.4pp |
| Annual return | 20.39% | 135.66%-115.3pp | 245.64%-225.2pp | 28.51%-8.1pp |
| Employer contribution / active EE | $612 | $1,438-57.4% | $2,586-76.3% | $2,270-73.0% |
| Participant deferral / active EE | $1,200 | $2,445-50.9% | $3,890-69.1% | $3,740-67.9% |
| Admin fee / account holder | $348 | $444-21.5% | $4,882-92.9% | $513-32.1% |