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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $13,275 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,597 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,391 | $76,696-59.1% | $96,515-67.5% | $71,511-56.1% |
| Participation rate | 60.4% | 66.6%-6.2pp | 74.3%-14.0pp | 67.9%-7.5pp |
| Annual return | 17.25% | 48.32%-31.1pp | 35.73%-18.5pp | 28.86%-11.6pp |
| Employer contribution / active EE | $1,220 | $3,032-59.8% | $3,740-67.4% | $2,589-52.9% |
| Participant deferral / active EE | $3,309 | $3,770-12.2% | $4,880-32.2% | $4,291-22.9% |
| Admin fee / account holder | $232 | $2,030-88.6% | $6,735-96.6% | $1,588-85.4% |