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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,348 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,453 | $46,325-25.6% | $143,788-76.0% | $64,814-46.8% |
| Participation rate | 40.4% | 64.2%-23.8pp | 80.3%-39.9pp | 71.5%-31.1pp |
| Annual return | -13.22% | -10.05%-3.2pp | -0.03%-13.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $849 | $1,911-55.6% | $4,952-82.8% | $2,507-66.1% |
| Participant deferral / active EE | $1,789 | $2,647-32.4% | $5,638-68.3% | $4,310-58.5% |
| Admin fee / account holder | $171 | $154+11.5% | $14,675-98.8% | $188-8.7% |