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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $57,625 |
URPC1 year Filed as: URPC UNITED RETIREMENT Service code 15 · EIN 25-1759623 | Recordkeeping | $6,466 |
Filed as: URPC UNITED RETIREMENT PLAN CO Service code 15 · EIN 59-2438373 | Recordkeeping | $4,007 |
401K SAFE1 year Service code 15 · EIN 30-0753428 | Recordkeeping | $2,006 |
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,788 | $80,753-22.2% | $136,298-53.9% | $62,293+0.8% |
| Participation rate | 85.8% | 73.5%+12.3pp | 81.9%+3.9pp | 69.5%+16.3pp |
| Annual return | 17.37% | 35.83%-18.5pp | 5156.27%-5138.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $324 | $2,884-88.8% | $4,696-93.1% | $2,042-84.1% |
| Participant deferral / active EE | $4,418 | $5,164-14.5% | $6,247-29.3% | $3,169+39.4% |
| Admin fee / account holder | $360 | $525-31.6% | $9,244-96.1% | $479-25.0% |