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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,413 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,800 | $50,919-14.0% | $155,556-71.8% | $77,762-43.7% |
| Participation rate | 33.1% | 63.1%-30.0pp | 78.2%-45.1pp | 70.6%-37.5pp |
| Annual return | 10.51% | 34.84%-24.3pp | 64.84%-54.3pp | 31.27%-20.8pp |
| Employer contribution / active EE | $824 | $1,991-58.6% | $4,675-82.4% | $2,728-69.8% |
| Participant deferral / active EE | $2,389 | $2,824-15.4% | $5,631-57.6% | $4,651-48.6% |
| Admin fee / account holder | $383 | $437-12.4% | $15,885-97.6% | $433-11.6% |