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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 15 · EIN 35-0472300 | Recordkeeping | $6,031 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,119 | $87,125-18.4% | $108,405-34.4% | $86,821-18.1% |
| Participation rate | 71.1% | 80.5%-9.4pp | 80.1%-9.0pp | 72.3%-1.1pp |
| Annual return | 14.28% | 25.21%-10.9pp | 905.55%-891.3pp | 97.94%-83.7pp |
| Employer contribution / active EE | $3,644 | $2,477+47.1% | $3,559+2.4% | $2,406+51.4% |
| Participant deferral / active EE | $5,403 | $6,944-22.2% | $6,563-17.7% | $4,132+30.8% |
| Admin fee / account holder | $25 | $130-81.1% | $7,297-99.7% | $170-85.5% |