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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $44,253 |
Filed as: CARR, RIGGS & INGRAM Service code 27 · EIN 72-1396621 | Advisory (Plan) | $7,900 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,440 | $51,166-21.0% | $70,544-42.7% | $71,511-43.4% |
| Participation rate | 31.9% | 59.4%-27.5pp | 68.4%-36.5pp | 67.9%-36.1pp |
| Annual return | 14.16% | 42.71%-28.6pp | 32.79%-18.6pp | 28.86%-14.7pp |
| Employer contribution / active EE | $273 | $1,793-84.8% | $2,976-90.8% | $2,589-89.4% |
| Participant deferral / active EE | $1,588 | $3,031-47.6% | $4,568-65.2% | $4,291-63.0% |
| Admin fee / account holder | $316 | $2,000-84.2% | $6,427-95.1% | $1,588-80.1% |