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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,335 | $38,925-73.4% | $73,836-86.0% | $55,191-81.3% |
| Participation rate | 61.8% | 66.0%-4.2pp | 73.4%-11.6pp | 69.2%-7.4pp |
| Annual return | 0.00% | 6.31%-6.3pp | 2268.06%-2268.1pp | 10.78%-10.8pp |
| Employer contribution / active EE | $626 | $1,695-63.0% | $2,787-77.5% | $1,899-67.0% |
| Participant deferral / active EE | $2,330 | $2,351-0.9% | $3,583-35.0% | $3,046-23.5% |
| Admin fee / account holder | $93 | $83+12.1% | $4,882-98.1% | $91+2.3% |