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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,474 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 16 · EIN 36-4291971 | Consulting | $22,500 |
Filed as: HARTMANN, BLACKMON AND KILGORE Service code 16 · EIN 63-1031732 | Consulting | $12,750 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,418 | $75,419-53.0% | $392,568-91.0% | $67,579-47.6% |
| Participation rate | 33.7% | 74.8%-41.1pp | 78.1%-44.3pp | 71.3%-37.6pp |
| Annual return | 21.30% | 36.70%-15.4pp | 24.42%-3.1pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,296 | $2,636-50.8% | $3,783-65.7% | $2,148-39.6% |
| Participant deferral / active EE | $2,697 | $4,347-38.0% | $5,985-54.9% | $3,539-23.8% |
| Admin fee / account holder | $360 | $114+216.2% | $6,260-94.3% | $142+152.9% |