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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,800 | $50,815-13.8% | $155,509-71.8% | $77,643-43.6% |
| Participation rate | 33.1% | 63.1%-30.0pp | 78.2%-45.1pp | 70.6%-37.4pp |
| Annual return | 10.51% | 34.80%-24.3pp | 64.67%-54.2pp | 31.24%-20.7pp |
| Employer contribution / active EE | $824 | $1,993-58.7% | $4,672-82.4% | $2,726-69.8% |
| Participant deferral / active EE | $2,389 | $2,822-15.3% | $5,626-57.5% | $4,647-48.6% |
| Admin fee / account holder | $383 | $437-12.4% | $15,912-97.6% | $430-11.1% |