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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,035 |
DAVIE KAPLAN4+ years Service code 10 · EIN 16-1182991 | Accounting | $10,500 |
LIFETIME BENEFIT SOLUTIONS2 years Service code 15 · EIN 16-1710765 | Recordkeeping | $957 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,063 | $42,548-10.5% | $74,550-48.9% | $56,287-32.4% |
| Participation rate | 55.5% | 60.5%-5.0pp | 69.1%-13.7pp | 69.9%-14.4pp |
| Annual return | -4.05% | 12.40%-16.5pp | 32.53%-36.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,059 | $2,277-53.5% | $3,108-65.9% | $3,350-68.4% |
| Admin fee / account holder | $367 | $467-21.4% | $5,060-92.7% | $521-29.5% |