Filed September 16, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,932 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $73,667 | $85,515-13.9% | $112,040-34.2% | $67,986+8.4% |
| Participation rate | 45.3% | 68.2%-22.9pp | 76.5%-31.2pp | 57.2%-11.9pp |
| Annual return | 14.50% | 29.68%-15.2pp | 24.52%-10.0pp | 31.67%-17.2pp |
| Employer contribution / active EE | $527 | $2,191-76.0% | $2,954-82.2% | $2,019-73.9% |
| Participant deferral / active EE | $2,522 | $4,014-37.2% | $5,098-50.5% | $3,358-24.9% |
| Admin fee / account holder | $512 | $3,774-86.4% | $12,098-95.8% | $3,203-84.0% |