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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,510 | $46,732-15.5% | $156,551-74.8% | $55,167-28.4% |
| Participation rate | 57.6% | 65.8%-8.2pp | 84.0%-26.5pp | 69.0%-11.4pp |
| Annual return | 6.09% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $723 | $2,105-65.7% | $5,501-86.9% | $1,963-63.2% |
| Participant deferral / active EE | $2,619 | $2,204+18.8% | $4,871-46.2% | $3,054-14.2% |
| Admin fee / account holder | $24 | $418-94.4% | $13,028-99.8% | $504-95.3% |