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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,687 |
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 | $40,980 | $50,385-18.7% | $75,501-45.7% | $62,293-34.2% |
| Participation rate | 22.1% | 67.7%-45.6pp | 72.4%-50.2pp | 69.5%-47.4pp |
| Annual return | 8.73% | 19.90%-11.2pp | 27.35%-18.6pp | 28.90%-20.2pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,165 | $2,445-52.4% | $3,142-62.9% | $3,169-63.2% |
| Admin fee / account holder | $544 | $384+41.6% | $5,801-90.6% | $479+13.5% |