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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $150,711 |
HANYS BENEFIT SERVICES2 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $109,505 |
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).
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 | $58,591 | $47,456+23.5% | $172,757-66.1% | $77,775-24.7% |
| Participation rate | 49.8% | 66.3%-16.5pp | 82.6%-32.9pp | 73.2%-23.4pp |
| Annual return | 61.58% | 35.57%+26.0pp | 803.06%-741.5pp | 32.58%+29.0pp |
| Employer contribution / active EE | $237 | $1,574-85.0% | $5,144-95.4% | $2,504-90.5% |
| Participant deferral / active EE | $3,035 | $2,560+18.6% | $5,198-41.6% | $3,966-23.5% |
| Admin fee / account holder | $118 | $81+45.6% | $13,956-99.2% | $100+17.7% |