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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,194 |
Service code 38 · EIN 35-0145825 | Participant Communication | $7,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $44,348 | $58,895-24.7% | $178,503-75.2% | $73,497-39.7% |
| Participation rate | 28.3% | 66.2%-37.9pp | 81.9%-53.6pp | 70.7%-42.4pp |
| Annual return | 25.55% | 24.86%+0.7pp | 151.12%-125.6pp | 28.51%-3.0pp |
| Employer contribution / active EE | $428 | $2,236-80.9% | $5,011-91.5% | $2,270-81.1% |
| Participant deferral / active EE | $921 | $2,567-64.1% | $5,202-82.3% | $3,740-75.4% |
| Admin fee / account holder | $197 | $400-50.9% | $13,987-98.6% | $513-61.7% |