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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,148 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RETIREMENT PARTNERS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,856 |
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.)
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 | $46,094 | $52,961-13.0% | $172,752-73.3% | $65,185-29.3% |
| Participation rate | 28.8% | 66.2%-37.4pp | 82.6%-53.8pp | 70.2%-41.4pp |
| Annual return | 25.39% | 30.12%-4.7pp | 802.97%-777.6pp | 29.38%-4.0pp |
| Employer contribution / active EE | $397 | $2,190-81.9% | $5,144-92.3% | $2,177-81.7% |
| Participant deferral / active EE | $1,034 | $2,471-58.1% | $5,198-80.1% | $3,514-70.6% |
| Admin fee / account holder | $311 | $472-34.1% | $13,955-97.8% | $847-63.3% |