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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $274,701 |
HANYS BENEFIT SERVICES7 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $123,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $85,580 | $53,204+60.9% | $155,556-45.0% | $200,096-57.2% |
| Participation rate | 50.3% | 64.1%-13.8pp | 78.2%-28.0pp | 72.0%-21.8pp |
| Annual return | 17.53% | 41.02%-23.5pp | 64.84%-47.3pp | 34.26%-16.7pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $4,372 | $3,163+38.2% | $5,631-22.4% | $5,090-14.1% |
| Admin fee / account holder | $105 | $186-43.3% | $15,885-99.3% | $269-60.9% |