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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATOIN Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $5,899 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $46,289 | $85,766-46.0% | $136,298-66.0% | $70,126-34.0% |
| Participation rate | 13.3% | 74.2%-60.8pp | 81.9%-68.6pp | 69.5%-56.2pp |
| Annual return | 14.94% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,739 | $5,051-6.2% | $6,247-24.1% | $3,332+42.2% |
| Admin fee / account holder | $409 | $5,421-92.5% | $9,244-95.6% | $4,645-91.2% |