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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $121,627 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
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 | $63,017 | $50,812+24.0% | $155,602-59.5% | $77,692-18.9% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 14.45% | 34.85%-20.4pp | 64.81%-50.4pp | 31.25%-16.8pp |
| Employer contribution / active EE | $813 | $1,989-59.1% | $4,675-82.6% | $2,726-70.2% |
| Participant deferral / active EE | $4,687 | $2,822+66.1% | $5,629-16.7% | $4,648+0.8% |
| Admin fee / account holder | $166 | $436-62.0% | $15,923-99.0% | $431-61.5% |