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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,223 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,785 | $58,879-46.0% | $178,490-82.2% | $73,488-56.7% |
| Participation rate | 42.4% | 66.2%-23.8pp | 81.9%-39.6pp | 70.7%-28.3pp |
| Annual return | 6.84% | 24.86%-18.0pp | 151.07%-144.2pp | 28.51%-21.7pp |
| Employer contribution / active EE | $570 | $2,236-74.5% | $5,011-88.6% | $2,270-74.9% |
| Participant deferral / active EE | $922 | $2,567-64.1% | $5,202-82.3% | $3,740-75.3% |
| Admin fee / account holder | $318 | $400-20.5% | $13,984-97.7% | $513-38.0% |