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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,498 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $32,612 | $47,456-31.3% | $172,753-81.1% | $77,775-58.1% |
| Participation rate | 21.7% | 66.3%-44.6pp | 82.6%-61.0pp | 73.2%-51.5pp |
| Annual return | 18.17% | 35.57%-17.4pp | 803.00%-784.8pp | 32.58%-14.4pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $976 | $2,560-61.9% | $5,198-81.2% | $3,966-75.4% |
| Admin fee / account holder | $221 | $81+173.8% | $13,956-98.4% | $100+121.2% |