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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $176,231 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $47,788 |
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.
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 | $26,753 | $43,717-38.8% | $81,473-67.2% | $77,958-65.7% |
| Participation rate | 27.5% | 42.5%-15.0pp | 68.0%-40.4pp | 71.6%-44.1pp |
| Annual return | -37.37% | 23.83%-61.2pp | 38.78%-76.2pp | 20.87%-58.2pp |
| Employer contribution / active EE | $610 | $919-33.6% | $2,568-76.2% | $2,310-73.6% |
| Participant deferral / active EE | $1,091 | $1,783-38.8% | $3,537-69.2% | $3,537-69.1% |
| Admin fee / account holder | $442 | $108+309.8% | $4,561-90.3% | $97+354.0% |