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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL GROUP Service code 13 · EIN 35-0472300 | Contract Administrator | $23,573 |
Filed as: ONEASCENT FINANCIAL Service code 27 · EIN 81-5448947 | Advisory (Plan) | $7,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $506,556 | $73,638+587.9% | $95,956+427.9% | $73,493+589.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | 11.38% | 16.78%-5.4pp | 91.63%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,588 | $3,617-56.1% | $4,167-61.9% | $3,740-57.6% |
| Admin fee / account holder | $4,642 | $482+862.8% | $6,797-31.7% | $513+804.7% |