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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $111,256 |
MARCUM LLP2+ years Service code 10 · EIN 11-1986323 | Accounting | $20,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,320 | $49,270-22.2% | $156,551-75.5% | $329,111-88.4% |
| Participation rate | 40.7% | 68.1%-27.4pp | 84.0%-43.3pp | 67.9%-27.2pp |
| Annual return | 7.63% | 23.25%-15.6pp | 32.23%-24.6pp | 16.35%-8.7pp |
| Employer contribution / active EE | $225 | $1,534-85.3% | $5,501-95.9% | $2,303-90.2% |
| Participant deferral / active EE | $1,635 | $2,920-44.0% | $4,871-66.4% | $3,682-55.6% |
| Admin fee / account holder | $22 | $51-55.6% | $13,028-99.8% | $754-97.0% |