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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,691 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,499 | $35,949+4.3% | $88,538-57.6% | $65,185-42.5% |
| Participation rate | 49.1% | 56.4%-7.3pp | 68.7%-19.7pp | 70.2%-21.1pp |
| Annual return | 15.24% | 47.52%-32.3pp | 43.64%-28.4pp | 29.38%-14.1pp |
| Employer contribution / active EE | $1,915 | $1,047+82.9% | $2,098-8.7% | $2,177-12.0% |
| Participant deferral / active EE | $2,233 | $1,870+19.4% | $2,914-23.4% | $3,514-36.4% |
| Admin fee / account holder | $349 | $496-29.6% | $4,310-91.9% | $847-58.8% |