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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $39,122 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,163 | $79,449-53.2% | $189,557-80.4% | $85,850-56.7% |
| Participation rate | 70.4% | 66.0%+4.4pp | 78.4%-8.1pp | 69.3%+1.1pp |
| Annual return | 6.39% | 18.45%-12.1pp | 64.17%-57.8pp | 318.53%-312.1pp |
| Employer contribution / active EE | $875 | $2,081-58.0% | $4,412-80.2% | $2,565-65.9% |
| Participant deferral / active EE | $2,360 | $4,051-41.7% | $6,174-61.8% | $3,952-40.3% |
| Admin fee / account holder | $403 | $5,377-92.5% | $9,807-95.9% | $6,260-93.6% |