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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,331 |
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 27 150 N COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Plan) | $5,948 |
Filed as: FUTURE PLAN Service code 15 SUITE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $340 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,147 | $82,664-67.2% | $125,339-78.3% | $68,494-60.4% |
| Participation rate | 12.9% | 75.0%-62.2pp | 82.4%-69.5pp | 67.9%-55.0pp |
| Annual return | -15.22% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,248 | $6,110-63.2% | $7,446-69.8% | $4,027-44.2% |
| Admin fee / account holder | $361 | $6,275-94.3% | $10,010-96.4% | $5,403-93.3% |