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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,506 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $123,320 | $58,093+112.3% | $80,022+54.1% | $56,287+119.1% |
| Participation rate | 16.4% | 73.6%-57.2pp | 75.8%-59.4pp | 69.9%-53.5pp |
| Annual return | -2.87% | 34.63%-37.5pp | 11.22%-14.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $678 | $1,933-64.9% | $2,468-72.5% | $2,111-67.9% |
| Participant deferral / active EE | $1,281 | $3,136-59.2% | $3,686-65.3% | $3,350-61.8% |
| Admin fee / account holder | $564 | $623-9.5% | $6,521-91.4% | $521+8.2% |