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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $21,486 |
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.)
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 | $45,418 | $56,484-19.6% | $169,452-73.2% | $64,173-29.2% |
| Participation rate | 49.5% | 64.5%-15.1pp | 77.8%-28.3pp | 69.6%-20.1pp |
| Annual return | -5.74% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $743 | $1,832-59.4% | $4,157-82.1% | $2,381-68.8% |
| Participant deferral / active EE | $1,538 | $3,448-55.4% | $5,277-70.9% | $3,470-55.7% |
| Admin fee / account holder | $458 | $4,174-89.0% | $9,110-95.0% | $4,887-90.6% |