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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,140 | $37,317+10.2% | $77,024-46.6% | $77,904-47.2% |
| Participation rate | 34.0% | 46.9%-12.9pp | 67.9%-33.9pp | 73.7%-39.7pp |
| Annual return | -15.28% | -5.88%-9.4pp | 42.32%-57.6pp | 12.21%-27.5pp |
| Employer contribution / active EE | $674 | $1,218-44.7% | $2,812-76.0% | $2,848-76.3% |
| Participant deferral / active EE | $1,730 | $2,564-32.5% | $4,426-60.9% | $4,806-64.0% |
| Admin fee / account holder | $24 | $126-81.2% | $5,425-99.6% | $133-82.2% |