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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $56,868 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,456 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,298 | $91,517-17.7% | $101,248-25.6% | $73,409+2.6% |
| Participation rate | 58.4% | 73.8%-15.4pp | 75.8%-17.4pp | 72.2%-13.8pp |
| Annual return | -5.72% | 17.17%-22.9pp | 46.47%-52.2pp | 59.29%-65.0pp |
| Employer contribution / active EE | $914 | $2,877-68.2% | $3,660-75.0% | $2,234-59.1% |
| Participant deferral / active EE | $3,002 | $3,338-10.1% | $4,370-31.3% | $3,805-21.1% |
| Admin fee / account holder | $352 | $216+63.0% | $5,945-94.1% | $158+122.8% |