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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,619 |
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.)
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 | $62,863 | $71,883-12.5% | $86,677-27.5% | $68,494-8.2% |
| Participation rate | 64.8% | 72.2%-7.4pp | 76.6%-11.8pp | 67.9%-3.1pp |
| Annual return | -14.22% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,413 | $2,173+11.0% | $2,836-14.9% | $2,596-7.1% |
| Participant deferral / active EE | $4,347 | $3,779+15.0% | $4,656-6.6% | $4,027+7.9% |
| Admin fee / account holder | $370 | $6,112-93.9% | $7,493-95.1% | $5,403-93.1% |