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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,842 |
Employer 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.)
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 | $61,074 | $78,636-22.3% | $105,607-42.2% | $74,459-18.0% |
| Participation rate | 94.1% | 72.8%+21.4pp | 75.3%+18.8pp | 67.2%+26.9pp |
| Annual return | 15.60% | 15.96%-0.4pp | 116.11%-100.5pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $520 | $2,523-79.4% | $3,167-83.6% | $2,626-80.2% |
| Participant deferral / active EE | $4,203 | $4,322-2.8% | $5,011-16.1% | $4,350-3.4% |
| Admin fee / account holder | $343 | $2,220-84.5% | $10,958-96.9% | $1,945-82.4% |