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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $140,433 |
HANYS BENEFIT SERVICES3 years Service code 27 · EIN 14-1764768 | Advisory (Plan) | $116,357 |
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 | $66,945 | $56,095+19.3% | $178,510-62.5% | $90,274-25.8% |
| Participation rate | 49.9% | 65.6%-15.7pp | 81.9%-32.1pp | 73.4%-23.5pp |
| Annual return | 15.18% | 28.81%-13.6pp | 151.13%-135.9pp | 53.97%-38.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $3,268 | $2,669+22.5% | $5,202-37.2% | $4,231-22.7% |
| Admin fee / account holder | $115 | $101+13.9% | $13,988-99.2% | $114+0.5% |