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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,606 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 17 · EIN 61-1758632 | Pension Consulting | $18,000 |
LPL FINANCIAL1 year Filed as: WADDELL & REED Service code 17 · EIN 43-1235675 | Pension Consulting | $6,000 |
MORNINGSTAR2 years Service code 17 · EIN 36-4317381 | Pension Consulting | $80 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,847 | $54,573+211.2% | $90,970+86.7% | $73,493+131.1% |
| Participation rate | 56.8% | 61.2%-4.3pp | 69.0%-12.2pp | 70.7%-13.8pp |
| Annual return | 15.30% | 16.69%-1.4pp | 134.58%-119.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,879 | $991+89.6% | $2,122-11.5% | $2,270-17.2% |
| Participant deferral / active EE | $3,554 | $2,517+41.2% | $3,373+5.4% | $3,740-5.0% |
| Admin fee / account holder | $586 | $521+12.3% | $5,960-90.2% | $513+14.1% |