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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-0472300 | Contract Administrator | $43,326 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $7,622 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,931 | $54,517-30.4% | $75,972-50.1% | $74,495-49.1% |
| Participation rate | 30.4% | 60.3%-29.9pp | 69.1%-38.6pp | 67.2%-36.8pp |
| Annual return | 8.69% | 31.82%-23.1pp | 359.55%-350.9pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $341 | $1,777-80.8% | $2,685-87.3% | $2,623-87.0% |
| Participant deferral / active EE | $1,899 | $3,066-38.1% | $4,255-55.4% | $4,346-56.3% |
| Admin fee / account holder | $327 | $2,229-85.3% | $6,467-94.9% | $1,942-83.2% |