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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-0472300 | Contract Administrator | $52,779 |
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 | $80,610 | $62,132+29.7% | $185,827-56.6% | $73,493+9.7% |
| Participation rate | 42.6% | 67.8%-25.2pp | 78.0%-35.4pp | 70.7%-28.1pp |
| Annual return | 17.73% | 20.44%-2.7pp | 35.96%-18.2pp | 28.51%-10.8pp |
| Employer contribution / active EE | $508 | $1,681-69.8% | $4,087-87.6% | $2,270-77.6% |
| Participant deferral / active EE | $2,111 | $3,711-43.1% | $5,633-62.5% | $3,740-43.6% |
| Admin fee / account holder | $608 | $419+45.3% | $9,502-93.6% | $513+18.6% |