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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $46,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,153 | $52,639-40.8% | $185,117-83.2% | $62,293-50.0% |
| Participation rate | 57.3% | 63.9%-6.5pp | 77.3%-19.9pp | 69.5%-12.2pp |
| Annual return | 8.13% | 19.57%-11.4pp | 40.50%-32.4pp | 28.90%-20.8pp |
| Employer contribution / active EE | $525 | $1,483-64.6% | $4,182-87.4% | $2,042-74.3% |
| Participant deferral / active EE | $1,236 | $3,097-60.1% | $5,045-75.5% | $3,169-61.0% |
| Admin fee / account holder | $489 | $374+31.0% | $8,159-94.0% | $479+2.1% |