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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 34-0472300 | Contract Administrator | $77,895 |
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 | $37,351 | $46,173-19.1% | $170,435-78.1% | $69,631-46.4% |
| Participation rate | 96.3% | 63.9%+32.4pp | 83.6%+12.7pp | 70.7%+25.6pp |
| Annual return | 16.13% | 21.62%-5.5pp | 205.94%-189.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $508 | $1,610-68.4% | $5,432-90.6% | $2,032-75.0% |
| Participant deferral / active EE | $3,657 | $2,080+75.8% | $4,939-26.0% | $3,224+13.4% |
| Admin fee / account holder | $99 | $116-14.6% | $13,881-99.3% | $110-10.4% |