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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,574 | $46,072-14.1% | $69,779-43.3% | $55,167-28.3% |
| Participation rate | 24.3% | 67.5%-43.1pp | 71.8%-47.5pp | 69.0%-44.7pp |
| Annual return | 3.51% | 8.68%-5.2pp | 12.99%-9.5pp | 169.23%-165.7pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,074 | $2,344-54.2% | $2,931-63.4% | $3,054-64.8% |
| Admin fee / account holder | $419 | $428-2.0% | $4,381-90.4% | $504-16.8% |