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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 | Contract Administrator | $40,743 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,707 | $49,280+33.3% | $67,313-2.4% | $64,173+2.4% |
| Participation rate | 88.0% | 60.8%+27.3pp | 69.1%+19.0pp | 69.6%+18.5pp |
| Annual return | -6.31% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $488 | $1,668-70.7% | $2,566-81.0% | $2,381-79.5% |
| Participant deferral / active EE | $4,622 | $2,484+86.1% | $3,568+29.5% | $3,470+33.2% |
| Admin fee / account holder | $403 | $3,863-89.6% | $4,507-91.1% | $4,887-91.8% |