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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,366 | $45,283-21.9% | $155,789-77.3% | $52,331-32.4% |
| Participation rate | 48.1% | 62.2%-14.1pp | 76.1%-28.0pp | 68.1%-20.0pp |
| Annual return | -0.80% | 1.80%-2.6pp | 71.54%-72.3pp | 4.54%-5.3pp |
| Employer contribution / active EE | $363 | $1,329-72.7% | $3,839-90.5% | $1,882-80.7% |
| Participant deferral / active EE | $1,045 | $2,854-63.4% | $4,798-78.2% | $3,022-65.4% |
| Admin fee / account holder | $565 | $981-42.5% | $7,477-92.5% | $592-4.6% |