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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,885 | $44,873-8.9% | $79,476-48.6% | $56,287-27.4% |
| Participation rate | 53.6% | 68.7%-15.1pp | 73.3%-19.7pp | 69.9%-16.2pp |
| Annual return | -4.63% | 0.81%-5.4pp | 718.21%-722.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $199 | $2,140-90.7% | $2,800-92.9% | $2,111-90.6% |
| Participant deferral / active EE | $1,891 | $2,746-31.1% | $3,704-48.9% | $3,350-43.5% |
| Admin fee / account holder | $466 | $418+11.3% | $5,113-90.9% | $521-10.6% |