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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $163,830 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,383 | $53,254+43.4% | $155,574-50.9% | $199,921-61.8% |
| Participation rate | 49.4% | 64.1%-14.8pp | 78.2%-28.8pp | 72.0%-22.6pp |
| Annual return | 12.14% | 41.18%-29.0pp | 64.87%-52.7pp | 34.28%-22.1pp |
| Employer contribution / active EE | $774 | $1,848-58.1% | $4,676-83.4% | $3,035-74.5% |
| Participant deferral / active EE | $4,417 | $3,165+39.5% | $5,629-21.5% | $5,089-13.2% |
| Admin fee / account holder | $84 | $186-54.9% | $15,914-99.5% | $269-68.9% |